Odaily Planet Daily reports that Samsung Electronics and SK Hynsi plan to increase their supply of 8-layer HBM4 memory to NVIDIA in the second half of this year. This arrangement is primarily driven by NVIDIA’s supply strategy, aiming to ensure stable supply of various types of HBM memory while also managing product heat dissipation. It is understood that 8-layer memory is likely to become the flagship product of the next-generation HBM4E. (ZDNET Korea)
Samsung and SK Hynix to Increase Supply of 8-Layer HBM4 to NVIDIA in H2 2026
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Samsung and SK Hynix plan to increase the supply of 8-layer HBM4 memory to NVIDIA in the second half of 2026, aligning with the chipmaker’s strategy to manage heat and ensure stable HBM availability across its product lines. The 8-layer design is expected to serve as a key support and resistance level for HBM4E adoption. As demand grows, this move could enhance the risk-to-reward ratio for suppliers targeting next-generation AI hardware.
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