Samsung (005930 KS) and SK Hynix (000660 KS) are reportedly expected to increase the share of 8-high products in their shipments of HBM4 to Nvidia (NVDA); sources suggest the plan to increase supply to Nvidia will begin in H2'26, ZDnet Korea reports

Samsung (005930 KS) and SK Hynix (000660 KS) are reportedly expected to increase the share of 8-high products in their shipments of HBM4 to Nvidia (NVDA); sources suggest the plan to increase supply to Nvidia will begin in H2'26, ZDnet Korea reports.

HBM supply planning of this kind has followed a familiar sequence through successive generations: customers qualify stacks per supplier, allocation is negotiated well ahead of volume, and the mix between lower and higher layer-count parts shifts as yields on the taller stacks mature. An expected tilt toward 8-high in HBM4 shipments to Nvidia reads as the standard early-cycle pattern, where the more manufacturable configuration carries initial volume before 12-high and beyond take over as qualification broadens. The fact that both Korean suppliers are reportedly planning the same shift from H2'26 suggests a customer-driven specification rather than one vendor's yield position, which in past cycles has been the more durable signal. The distinction worth drawing is between share of shipments and absolute volume: a higher 8-high mix can coincide with either rising or flat total bits depending on platform demand, and supplier read-throughs diverge accordingly. Follow-ons are formal qualification announcements, any commentary from the customer side on stack configuration for the next accelerator generation, and capex language on TSV capacity from both suppliers. As a single-outlet source story on shipment mix rather than a confirmed order, the signal is directional on technology ramp timing.