Nvidia's HBM supply chain to undergo major reshuffle in 2026

Amy Fan, Taipei

Aug 22, 2025, 05:26 0

Credit: AFP

The high-bandwidth memory (HBM) supply landscape for Nvidia is expected to experience significant changes in 2026. Currently, about 90% of Nvidia's HBM is supplied by SK Hynix, but forecasts indicate that SK Hynix's share will drop to around 50% in 2026.

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