✉news TechnologySemiconductors first seen 11 h ago, last 5 h ago, peak #20
Nvidia's Huang Pledges to Double Chip Supply, Securing 37% of HBM
Original: Huang’s 2x Chip Vow Locks Up 37% of HBM Supply [2026]
Jensen Huang has reportedly committed to doubling chip supply, a move that would lock up roughly 37% of the world's high-bandwidth memory (HBM) output for 2026. The pledge underscores Nvidia's aggressive push to secure memory for its AI accelerators amid shortages, leaving rival chipmakers competing for the remaining HBM capacity from suppliers like SK Hynix, Samsung and Micron.
Why now: Nvidia's move to lock in a large share of scarce HBM supply has major implications for the AI chip market and its competitors.
Jensen HuangNvidiaSK HynixSamsungMicron
Rank over time, top of the chart is #1. 5 snapshots from 11 h ago to 5 h ago.
Evidence
- Huang’s 2x Chip Vow Locks Up 37% of HBM Supply [2026] · shattered.io
API: https://socialmediatrends-api.osmike.com/v1/trends/4302