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

Amy Fan, Taipei; Charlene Chen, DIGITIMES Asia Friday 22 August 2025 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...

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