SK Hynix's supply of HBM4 to NVIDIA has increased by 50% compared to the previous generation.

SK Hynix announced on the 5th that it has completed price and quantity negotiations with Nvidia on the supply of HBM4 next year. A source familiar with SK Hynix said, "The supply price of HBM4 will be more than 50% higher than that of HBM3E." The unit price of HBM4 supplied by SK Hynix to Nvidia has been confirmed to be around $560. Previously, the industry expected the unit price of HBM4 from SK Hynix to be around $500, but the actual delivery price exceeded expectations by more than 10%, exceeding the current supply price of HBM3E by more than 50%.