According to a social media post, SK Hynix is making headway in Nvidia's qualification testing for its next-generation HBM4 memory chips. The progress suggests that mass supply could begin later this year. The post indicated that SK Hynix achieved "meaningful results" in system-in-package tests conducted this month, potentially for Nvidia's upcoming "Rubin" graphics processors.

The news comes amid intensifying competition in the high-bandwidth memory market. SK Hynix shares saw a jump in value, reflecting investor optimism. The company's ability to meet Nvidia's target bandwidth of 11 Gbps, even under strict testing conditions, is a positive sign. The industry is watching the race between SK Hynix and Samsung.

While purchase orders are not yet issued, SK Hynix is expected to continue sending prototypes through the first quarter, with potential mass production starting by the end of Q1 or in Q2. This development is critical for meeting the growing demand for advanced memory in AI applications. The success of "Rubin" and other future products depends on it.