
SK Hynix has the upper hand in negotiations with NVIDIA, with HBM4 prices rising by over 50%

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SK Hynix has an advantage in negotiations with NVIDIA, with HBM4 prices rising over 50% compared to HBM3E. The company has successfully completed supply negotiations with NVIDIA, paving the way for record performance. SK Hynix delivered the world's first 12-layer stacked HBM4 sample in March this year and began supplying it in June. At the same time, SK Hynix is negotiating prices for the HBM4 required for NVIDIA's AI chip "Rubin," which is planned for release next year
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