--- title: "Nvidia will place additional AI memory orders with SK hynix or Samsung by the end of 2027." description: "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 th" url: "https://bilby.ai/predictions/p/210/nvidia-will-place-additional-ai-memory-orders-with-sk-hynix-or-samsung-by-the-en" markdown: "https://bilby.ai/predictions/p/210/nvidia-will-place-additional-ai-memory-orders-with-sk-hynix-or-samsung-by-the-en.md" index: "https://bilby.ai/llms.txt" --- > For agents: Bilby answers questions about what governments do, from documents collected at source and checked by research analysts. To ask Bilby yourself, connect to its MCP server at https://pulse.bilby.ai/mcp (setup: https://docs.bilby.ai/developers/mcp-server). Every page on this site is also markdown: add .md to its address, or send Accept: text/markdown. https://bilby.ai/llms.txt lists them all. # Nvidia will place additional AI memory orders with SK hynix or Samsung by the end of 2027. - **Made:** 9 Nov 2026 - **By:** Owen Bae - **Market:** Taiwan - **First reported by:** United Daily News - **Outcome:** Unresolved 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](https://www.taipeitimes.com/News/biz/archives/2026/11/06/2003867231) First reported by [United Daily News](https://money.udn.com/money/amp/story/7307/9862149) ![Micron’s Taiwan fab pause puts planned HBM supply at risk. Nvidia is forecast to place additional orders with SK hynix or Samsung by end-2027.](https://cms.bilby.ai/api/media/file/adt-2026-11-09-prediction-210-mailchimp.png?prefix=cms-media) [Ask Bilby about this prediction](https://pulse.bilby.ai/?prompt=Nvidia%20will%20place%20additional%20AI%20memory%20orders%20with%20SK%20hynix%20or%20Samsung%20by%20the%20end%20of%202027.) ## Ask Bilby about it Carry the prediction into a question: what has changed since, who decides, and who is exposed. - [What has changed since it was made?](https://pulse.bilby.ai/?prompt=What%20has%20changed%20since%20Bilby%20predicted%20this%3F%20Nvidia%20will%20place%20additional%20AI%20memory%20orders%20with%20SK%20hynix%20or%20Samsung%20by%20the%20end%20of%202027.) - [Who decides whether it happens?](https://pulse.bilby.ai/?prompt=Who%20decides%20whether%20this%20happens%3F%20Nvidia%20will%20place%20additional%20AI%20memory%20orders%20with%20SK%20hynix%20or%20Samsung%20by%20the%20end%20of%202027.) - [Who gains and who loses if it does?](https://pulse.bilby.ai/?prompt=Who%20gains%20and%20who%20loses%20if%20this%20happens%3F%20Nvidia%20will%20place%20additional%20AI%20memory%20orders%20with%20SK%20hynix%20or%20Samsung%20by%20the%20end%20of%202027.) ## More from Taiwan 14 predictions on Taiwan so far, newest first. - 12 Nov 2026 · [Samsung Electro-Mechanics would capture a larger share of US AI-chip substrate orders in 2027.](https://bilby.ai/predictions/p/213/samsung-electro-mechanics-would-capture-a-larger-share-of-us-ai-chip-substrate-o) · Unresolved - 10 Nov 2026 · [Taiwanese tungsten exporters will face squeezed margins in 2027.](https://bilby.ai/predictions/p/211/taiwanese-tungsten-exporters-will-face-squeezed-margins-in-2027) · Unresolved - 6 Nov 2026 · [TSMC will secure increased deposits on its cash deposits by June 2027.](https://bilby.ai/predictions/p/207/tsmc-will-secure-increased-deposits-on-its-cash-deposits-by-june-2027) · Unresolved [All 14 from Taiwan](https://bilby.ai/predictions/log?tag=taiwan) · Marked true or false when each resolves ## See what we’re seeing next. New predictions in the Asia Daily Take, free every weekday, and in Bilby whenever you have a question. [Get the Asia Daily Take](https://bilby.ai/asia#asia-daily-take) · [Try Bilby](https://pulse.bilby.ai/sign-up)