Log In Get Started
Stock Markets January 30, 2026

SK Hynix Clears Key HBM4 Tests with Nvidia, Sets Sights on Volume Shipments

X post says firm achieved performance gains in Nvidia system-in-package testing; mass production could begin late Q1 or in Q2

By Ajmal Hussain NVDA
SK Hynix Clears Key HBM4 Tests with Nvidia, Sets Sights on Volume Shipments
NVDA

SK Hynix reported significant progress in Nvidia's qualification testing for its next-generation HBM4 memory, with an X post saying recent system-in-package tests produced 'meaningful results.' Improvements reportedly addressed earlier circuit defects and hit Nvidia's target bandwidth under standard conditions, though strict environmental testing logged slightly lower speeds. Nvidia has not placed purchase orders, and prototypes are expected to continue through the first quarter with mass supply possible by late Q1 or Q2. The development comes amid close competition with Samsung Electronics and was followed by notable share moves for both firms.

Key Points

  • SK Hynix reported "meaningful results" in Nvidia's HBM4 system-in-package tests, per an X post by @Jukan05.
  • Revisions to design and process reportedly fixed earlier circuit defects; products met Nvidia's 11 Gbps target in standard conditions and 9-10 Gbps under strict environmental testing.
  • Nvidia has not yet placed purchase orders; SK Hynix is expected to continue prototype deliveries through Q1 with potential mass production by late Q1 or in Q2.
  • Sectors impacted: Semiconductors, Data Center hardware, GPU supply chains and memory component markets.

Overview

SK Hynix Inc has reportedly made substantial technical headway in qualification testing with Nvidia for its upcoming HBM4 high-bandwidth memory modules, according to an X post by user @Jukan05 citing industry sources. The post said the company produced encouraging outcomes in recent system-in-package tests, a step that could pave the way for supplying Nvidia's next-generation graphics processors later this year.

Testing progress and technical fixes

The social-media update indicated that SK Hynix began customer sample certification with Nvidia late last year and then resolved previously observed circuit defects through a combination of design alterations and process-level adjustments. The revised HBM4 devices reportedly meet Nvidia's target bandwidth of 11 gigabits per second under standard conditions, while delivering between 9 and 10 Gbps when evaluated under Nvidia's more stringent environmental testing protocols.

Supply timeline and outstanding steps

The post emphasized that Nvidia has not yet issued purchase orders for HBM4. SK Hynix is expected to keep sending prototypes through the first quarter as part of ongoing qualification work. If testing continues to progress, mass production of the HBM4 chips could begin by the end of the first quarter or during the second quarter, according to the account.

Market context

The report arrives against a backdrop of intensifying rivalry in high-bandwidth memory between SK Hynix and Samsung Electronics. Market reaction followed the news, with shares of SK Hynix listed in Seoul rising more than 6% on Friday. Samsung's stock also advanced, up nearly 2% after the company reported record quarterly earnings the day before.

Verification and limits

The report could not be immediately verified. The information in the X post reflects statements attributed to unnamed industry sources and a single social-media account. Nvidia's purchase intentions remain unconfirmed, and the timing for any volume shipments depends on the outcome of continued prototype testing.

Bottom line

SK Hynix appears to have closed key technical gaps in its HBM4 development with Nvidia and moved closer to potential mass supply later this year, but final procurement steps and mass-production timing remain subject to further validation and customer approvals.

Risks

  • Verification risk - The report relies on an X post citing industry sources and could not be immediately verified; outcomes depend on independent confirmation.
  • Procurement and timing risk - Nvidia has not issued purchase orders, so mass production schedules remain uncertain and contingent on further qualification.
  • Performance under stringent conditions - While standard-bandwidth targets were reportedly met, measured speeds fell to 9-10 Gbps under Nvidia's strict environmental tests, which could affect final acceptance.

More from Stock Markets

Draganfly Shares Jump After Win to Supply Flex FPV Drones and Training to Air Force Special Ops Feb 2, 2026 Peakstone Realty Trust to Be Taken Private by Brookfield; Shares Jump 33% Feb 2, 2026 Beyond Inc. Moves to Build Unified Investment and Personal Finance Platform with Tokens.com Deal Feb 2, 2026 Eton Pharmaceuticals Gains After Securing U.S. Rights to Ultra-Rare Disease Candidate Feb 2, 2026 Morgan Stanley Survey: Broader Consumer Sentiment Improves While Electronics Spending Intentions Slip Feb 2, 2026