NVIDIA CEO Jensen Huang called up SK hynix chairman Tae-won to bring forward its supply of next-generation HBM4 memory by 6 months.
Originally, SK hynix planned to have its next-gen HBM4 memory ready in the second half of 2025, but now NVIDIA is pushing the South Korean memory giant to make its HBM4 now, now, now. NVIDIA currently uses SK hynix's bleeding edge HBM3E memory on its new Blackwell B200 and GB200 AI chips, with HBM4 memory planned to be inside of its next-gen Rubin R100 AI GPU.
SK hynix had its next-gen HBM4 reportedly ready to tape out in October, something we reported on in August, and it looks like a call from Jensen will be enough to kick HBM4 into reality from SK hynix earlier than planned... 6 months ahead of time is a big ask from NVIDIA, but they know SK hynix is at the top of its game and ready for HBM4.
- Read more: SK hynix's next-gen HBM4 tape out in October: for NVIDIA Rubin R100 AI GPU
- Read more: NVIDIA, TSMC, SK hynix form 'triangular alliance' for AI GPUs and HBM4 memory
- Read more: SK hynix speeds up HBM development: HBM4 in 2025, HBM4E in 2026
- Read more: SK hynix says its ultra-next-gen HBM4E in 2026
- Read more: NVIDIA's next-gen R100 AI GPU: TSMC 3nm with CoWoS-L, HBM4 in Q4 2025
- Read more: SK hynix says most of its HBM for 2025 is sold out already, 16-Hi HBM4 coming in 2028