AMD and Nvidia have already announced their next-gen datacenter GPUs will make the leap to HBM4, and if SK Hynix has its way, it’ll be the one supplying the bulk of it.

On Friday, the South Korean memory giant announced that it had wrapped HBM4 development and was preparing to begin producing the chips in high volumes. The news sent SK’s share price on a 7 percent rally and for good reason.

High Bandwidth Memory (HBM) has become an essential component in high-end AI accelerators from the likes of Nvidia, AMD, and others. Both Nvidia’s Rubin and AMD’s Instinct MI400 families of GPUs, pre-announced earlier this year, rely on memory vendors having a ready supply of HBM4 in time for their debut in 2026.

The transition comes as the GPU slingers run up against the limits of existing HBM techn

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