Overview

• SK Hynix supplies about 20% of Nvidia’s memory cost of goods sold, compared to Samsung’s 1%.
• The company forecasts high-bandwidth memory demand to grow roughly 30% annually through 2030.
• Samsung issued a rare apology for a profit shortfall and is intensifying development of its next-generation HBM4 technology.
• President Trump has signaled plans for 100% tariffs on imported semiconductors from manufacturers without U.S. production commitments.
• Samsung’s and SK Hynix’s investments in U.S. fabs and packaging plants may secure exemptions under the proposed tariff regime.