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TrendForce: All three memory makers are set to enter NVIDIA’s HBM4 supply chain—Samsung is currently leading, but the other two appear close behind
According to TrendForce's latest findings, Samsung is currently projected to be the first to obtain HBM4 certification, with SK hynix and Micron expected to follow shortly thereafter, forming a three-supplier ecosystem for NVIDIA's HBM4 supply chain.
As conventional DRAM prices have surged sharply since 4Q25, narrowing HBM's historical profitability advantage, memory vendors are recalibrating capacity allocation between HBM and conventional DRAM to balance overall revenue growth with customer delivery commitments.
Under these circumstances, NVIDIA's reliance on a single supplier could hinder the ramp-up of its Rubin platform, which is why NVIDIA is expected to incorporate all three major memory suppliers into its HBM4 supply chain.
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TrendForce: All three memory makers are set to enter NVIDIA’s HBM4 supply chain—Samsung is currently leading, but the other two appear close behind
According to TrendForce's latest findings, Samsung is currently projected to be the first to obtain HBM4 certification, with SK hynix and Micron expected to follow shortly thereafter, forming a three-supplier ecosystem for NVIDIA's HBM4 supply chain.
As conventional DRAM prices have surged sharply since 4Q25, narrowing HBM's historical profitability advantage, memory vendors are recalibrating capacity allocation between HBM and conventional DRAM to balance overall revenue growth with customer delivery commitments.
Under these circumstances, NVIDIA's reliance on a single supplier could hinder the ramp-up of its Rubin platform, which is why NVIDIA is expected to incorporate all three major memory suppliers into its HBM4 supply chain.
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The Transcript
RT @TheTranscript_: $NET CEO: "With more than 20% of the web already sitting behind Cloudflare's network, we are effectively the global control plane for the agentic Internet."
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RT @TheTranscript_: $NET CEO: "With more than 20% of the web already sitting behind Cloudflare's network, we are effectively the global control plane for the agentic Internet."
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Javier Blas
RT @JenGriffinFNC: CONFIRMED USS Gerald R. Ford ordered to deploy immediately to the Middle East. The Ford and its aircraft carrier strike group arrived in the Caribbean on Nov 16 from the Med. Now it is heading back to the Mediterranean.
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RT @JenGriffinFNC: CONFIRMED USS Gerald R. Ford ordered to deploy immediately to the Middle East. The Ford and its aircraft carrier strike group arrived in the Caribbean on Nov 16 from the Med. Now it is heading back to the Mediterranean.
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The Transcript
RT @TheTranscript_: $LVMH CEO: "So revenue, just over EUR 80 billion. Let's state that it's twice what it was 10 years ago. Organic growth, slightly negative on the year, but positive in the second half...Cash flow was up 8%, even though profit itself was down" https://t.co/5FWDgChJuJ
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RT @TheTranscript_: $LVMH CEO: "So revenue, just over EUR 80 billion. Let's state that it's twice what it was 10 years ago. Organic growth, slightly negative on the year, but positive in the second half...Cash flow was up 8%, even though profit itself was down" https://t.co/5FWDgChJuJ
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memenodes
RT @naiivememe: https://t.co/YaPobFNrYT
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RT @naiivememe: https://t.co/YaPobFNrYT
finally made it to .1 BTC
thank you for this dip https://t.co/jfcyFRcy6w tweet
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memenodes
Enough staring at crypto charts, this is what your soul needs today.
https://t.co/GsKz04PD2G
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Enough staring at crypto charts, this is what your soul needs today.
https://t.co/GsKz04PD2G
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Michael Fritzell (Asian Century Stocks)
RT @DMichaelTripi: NEW: Probability that Donald Trump is out as President before the end of his term in 2029 has nearly doubled in last month according to Kalshi. https://t.co/iEVBIkTHRh
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RT @DMichaelTripi: NEW: Probability that Donald Trump is out as President before the end of his term in 2029 has nearly doubled in last month according to Kalshi. https://t.co/iEVBIkTHRh
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Illiquid
Seikoh Giken hikes FY '25 forecasts for optical products. Sales +39%. Operating Profit +50%.
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Seikoh Giken hikes FY '25 forecasts for optical products. Sales +39%. Operating Profit +50%.
Enjoy. We have a new top pick for Japan levered to HBM production. Its on the orange site.
In particular, you'll want to note $mu's comments yesterday about HBM production being in full swing, shipping one quarter early and demand being "significantly higher" than the industry's ability to supply. tweet