SK Hynix Progresses in Nvidia HBM4 Tests, Eyes Mass Supply

Key Developments in HBM4 Testing

SK Hynix Inc. has reportedly made significant progress in Nvidia’s qualification testing for its next-generation HBM4 memory chips. According to industry sources, the company is moving closer to a potential mass supply agreement for Nvidia's upcoming "Rubin" graphics processors, expected later this year.

Performance and Market Context

The improved prototypes reportedly meet Nvidia’s target bandwidth of 11 gigabits per second after addressing earlier design flaws. This advancement places SK Hynix in a strong position amid intensifying competition with rival Samsung Electronics in the high-bandwidth memory market, a critical component for AI hardware.

Market Impact and Outlook

The positive news prompted a market rally, with SK Hynix shares jumping over 6 percent. While Nvidia has not yet issued official purchase orders, mass production could potentially begin by the end of the first quarter or in the second quarter, following continued prototype submissions.

Summary

SK Hynix has reached a crucial milestone in the validation process for Nvidia's HBM4 memory. The market's positive reaction underscores the importance of this development, as the industry awaits final approvals for a mass production deal that will power next-generation AI accelerators.

FAQ

Q: What is HBM4?
A: HBM4, or High Bandwidth Memory 4, is the next generation of high-performance RAM designed for use in graphics processors and AI accelerators.

Q: Which Nvidia product will use these chips?
A: The HBM4 chips are anticipated for use in Nvidia’s forthcoming "Rubin" series of GPUs.

Source: Investing.com