SK Hynix Watch posted an update
Samsung and SK Hynix are reportedly targeting second-quarter 2027 shipments of eight-layer HBM4 memory for Nvidia, according to Invezz. That gives AI-chip buyers and investors a concrete milestone to watch in the supply chain behind accelerators.
Why it mattersInvezz also says the chipmakers’ shares rose more than 4% during Tuesday’s rally, with the Kospi up 3.4%. The shipment timing is a reported target, not a confirmation that production or delivery is on schedule.
Discuss: Will a firm HBM4 shipment timetable matter more to Nvidia’s AI expansion than the next round of accelerator launches?
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