Samsung Electronics and SK Hynix plan to begin mass production and delivery of 8-layer HBM4 in the second quarter of next year, with shipments set for Nvidia, according to a ChainCatcher newsflash. The report said Nvidia will equip 8-layer HBM4 based on the NVL rack scale of Rubin Ultra. A person familiar with the matter said the share of 8-layer HBM4 is expected to rise sharply starting in the middle of next year. The update points to a larger role for 8-layer HBM4 in Nvidia’s upcoming hardware configuration, while naming Samsung Electronics and SK Hynix as the planned suppliers. No additional production figures or shipment volumes were disclosed in the brief.
Samsung Electronics and SK Hynix plan to start mass production and delivery of 8-layer HBM4 in the second quarter of next year for Nvidia, according to a ChainCatcher newsflash.
A person familiar with the matter said Nvidia will deploy 8-layer HBM4 based on the NVL rack scale of Rubin Ultra. The share of 8-layer HBM4 is expected to increase significantly from the middle of next year.
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