SK hynix Reportedly Starts 12-Layer HBM4 Shipments To Nvidia

DigiTimes cites The Bell and industry sources saying SK hynix started shipping 12-layer HBM4 to Nvidia near the end of June. The same payload says the company is increasing output ahead of a wider ramp. For RamTrend, this is a high-signal HBM item because it moves HBM4 from roadmap discussion toward early customer supply. Initial shipments to Nvidia would strengthen SK hynix's position in the premium AI-memory stack and may keep pressure on rivals that are still working through qualification and ramp timing. The near-term price effect is mixed: more HBM4 output adds supply, but the fact that Nvidia is already taking advanced product underscores how strong top-end AI accelerator demand remains.