Sources: Nvidia has allocated ~70% of its 2026 HBM4 demand to SK hynix; Counterpoint estimates SK hynix will account for 54% of the global HBM4 market in 2026 (Kang Yoon-seung/Yonhap News Agency)

Kang Yoon-seung / Yonhap News Agency:
Sources: Nvidia has allocated ~70% of its 2026 HBM4 demand to SK hynix; Counterpoint estimates SK hynix will account for 54% of the global HBM4 market in 2026  —  SK hynix Inc. has secured over two-thirds of high-bandwidth memory (HBM) supply orders from U.S. tech giant Nvidia Corp. to be used …

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