Korea Economic Daily: NVIDIA allocated the HBM4

Korea Economic Daily:

NVIDIA allocated the HBM4 volume it needs to the three memory makers last December, with the split at mid-to-high 50% for SK hynix, mid-20% for Samsung Electronics, and around 20% for Micron.

So what's the context that was missing from SemiAnalysis… *****fkwnkGsbkQ

— The AI Investor (@The_AI_Investor) February 9, 2026