A Digitimes report ( indicates Nvidia has formed a pact with SK Hynix, sharpening the memory race with Samsung and...

A Digitimes report (https://www.digitimes.com/news/a20260609PD218/nvidia-samsung-sk-hynix-micron-technology.html) indicates Nvidia has formed a pact with SK Hynix, sharpening the memory race with Samsung and Micron. This partnership likely reinforces SK Hynix's position as Nvidia's primary HBM supplier, potentially crowding out Micron's HBM3E market share. While details are behind a paywall, the competitive dynamic for high-bandwidth memory is intensifying. For Micron, which has been aggressively ramping HBM production and aiming to capture Nvidia business, this development could slow customer adoption or force pricing concessions. The pact may also signal that Nvidia is locking in supply with SK Hynix, reducing Micron's near-to-mid-term revenue upside. Given the single source and limited detail, confidence is low, but the direction is negative for Micron. Spillover includes SK Hynix (beneficiary) and Samsung (also competing for Nvidia's business).