Korea Economic Daily: NVIDIA allocated the HBM4

Korea Economic Daily:

NVIDIA allocated the HBM4 volume it needs to the three memory makers last December, with the split at mid-to-high 50% for SK hynix, mid-20% for Samsung Electronics, and around 20% for Micron.

So what's the context that was missing from SemiAnalysis… *****fkwnkGsbkQ

— The AI Investor (@The_AI_Investor) February 9, 2026

所有跟帖： 

• 对啊！为什么前几天谣言说MU没有拿到订单？ -桃花源里人家- ♂ (0 bytes) () 02/09/2026 postreply 09:14:22

• As I said, if MU lost all NVDA order, stock would tank 20% -三心三意- ♂ (0 bytes) () 02/09/2026 postreply 09:22:21

• Did MU tank 20%? No, so, I will move on :) -三心三意- ♂ (0 bytes) () 02/09/2026 postreply 09:22:48

• MU从最高点到上周最低是跌了有20%， 不过他比SNDK好 -bogbog- ♀ (0 bytes) () 02/09/2026 postreply 12:41:03

• LOL, 我们是说news出来后（上周4），MU 反而从378涨到现在的383。如果MU丢了英伟达所有订单，机构早跑了 -三心三意- ♂ (0 bytes) () 02/09/2026 postreply 13:42:31

• 哦， MU暂时没丢掉NVDA的单，不过只是因为made in America, haha, 开个玩笑 -bogbog- ♀ (0 bytes) () 02/09/2026 postreply 15:20:59