Clarifying SK Hynix HBM Discounts: Actual Price Cut is 20-25% to Defend Market Share
zephyr_z9 · x · 2026-08-10
The author debunked the rumor that SK Hynix is supplying HBM to Nvidia at half price, clarifying that the actual discount is 20%-25%, significantly higher than Nvidia's usual 10%.
This discount strategy is driven by three factors: 1) SK Group aims to secure stable GPU supply to transform into a CSP, willing to sacrifice HBM margins for it; 2) Hynix intends to maintain market share against Samsung's competitive HBM4 by offering price cuts; 3) With the upcoming introduction of custom HBM (cHBM), memory stacks will become less fungible, requiring deeper early collaboration with designers like Nvidia.
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