A new industry report indicates a major shift in the high-bandwidth memory (HBM) market. Samsung and SK Hynix are set to completely dominate the supply of next-generation HBM4 for NVIDIA's upcoming Rubin AI platform, while Micron has reportedly lost its supply share entirely.

The report states that Micron's share of HBM4 orders for NVIDIA's Rubin chips has dropped to 0%. SK Hynix is projected to capture approximately 70% of the orders, with Samsung securing the remaining 30%. This duopoly underscores the intense competition in this critical segment for AI hardware.

Analysts attribute Micron's loss to a critical strategic misstep in its technology roadmap. The company chose to design and manufacture its HBM4 base die entirely in-house to control costs and its supply chain. This approach, diverging from competitors who partnered with leading logic foundries, reportedly led to thermal issues and insufficient pin speeds that failed to meet NVIDIA's specifications.

Furthermore, Micron's delayed timeline proved fatal. NVIDIA's Vera Rubin platform is already in full production ramp-up, locking in the supply chain. Even if Micron redesigns its base die for qualification in Q2 2026, it will have missed the critical window.

ICgoodFind : Micron's strategic error has reshaped the competitive landscape for advanced AI memory, solidifying a Korean duopoly in the high-margin HBM4 market and highlighting the severe cost of technological misalignment in fast-moving sectors.