SK Hynix: HBM4 chips to become main product from Q4

The timing matters more than the claim: SK Hynix is signaling that the HBM transition is a near-term production reality, not a roadmap item, which sets the pace for the memory tier that AI accelerators depend on. That puts pressure on rival memory makers to show comparable next-generation readiness, while accelerator designers gain a second sourcing question to weigh. The absence of volume and customer detail is the gap worth watching — whether HBM4 becomes a genuine main product in Q4 will hinge on disclosed volumes and named customers, and until then the lead is asserted rather than evidenced.