Nvidia's SK Hynix deal locks up 37% of 2027 HBM, leaving ~15% for everyone else
Beth_Kindig · x · 2026-10-22
I/O Fund argues Nvidia's July 2026 partnership with SK Hynix and SK Group—worth over $500B and including priority memory access plus a planned up-to-2GW SK Telecom AI factory—combined with Morgan Stanley's 2027 HBM allocation estimates points to one conclusion: only 15% of HBM is left for every AI chip program beyond Nvidia, Alphabet, and AMD.
- SK Hynix holds 50% of 2026 HBM supply share; Samsung 33%, Micron 18%
- Morgan Stanley estimates Nvidia will claim 37% of 2027 HBM capacity
- SK Hynix expects memory demand to exceed supply through at least 2030, splitting the market into haves and have-nots
More from Venture
- OpenAI told Australian parliament its local subsidiary made just $3.87M — gaganghotra_ · 2026-10-22
- How much equity should startup advisors get? 0.1-2% with up to 4-year vesting — dunkhippo33 · 2026-10-22
- Most advisors just hop on a call quarterly — and deserve only a fraction of a percent — dunkhippo33 · 2026-10-22
- Don't give advisors equity without vesting — save it for employees — dunkhippo33 · 2026-10-22
- Investors ignore your advisor list — here's how to split equity between the two advisor types — dunkhippo33 · 2026-10-22
- Grass founder on the Delphi Podcast: training data is now a profitable business serving top labs — grass · 2026-10-22