Nvidia will place additional AI memory orders with SK hynix or Samsung by the end of 2027.

On 6 November, Micron paused construction of its US$4.5bn memory plant in Taiwan amid an ongoing labour dispute. Fab 11E was due to supply Nvidia from 2028. The delay threatens Nvidia’s access to a third major HBM supplier. Korean chipmakers stand to benefit. Samsung’s HBM4 production yields are reportedly near 80%, and it plans to expand HBM capacity by around 50% this year. SK hynix already supplies an estimated 60–70% of the HBM4 memory for Nvidia’s Vera Rubin chips with 40% of order capacity through 2028 still available for additional purchases from Nvidia. Both Korean firms have settled profit-sharing agreements, while South Korea’s Ministry of Employment and Labor issued binding guidelines excluding profit-linked bonus demands from mandatory collective bargaining back in September.

Additional source: Taipei Times