SK Hynix secured a deal to supply approximately 70% of HBM4 memory for Nvidia's next-generation Vera Rubin AI platform.
The parties formalized this multi-year agreement in June 2026.
SK Hynix currently provides HBM3E memory for Nvidia's Blackwell series GPUs.
This contract positions SK Hynix as the dominant supplier ahead of competitors Samsung and Micron.
The strategic win underscores a trend of AI infrastructure leaders signing long-term contracts to secure essential components.