Hardware1 hOctober 26, 2026, 16:46

Samsung and SK hynix to ramp 8-layer HBM4 for Nvidia's Rubin Ultra by Q2 2027

Nvidia is reportedly discussing 8-layer HBM4 supply with Samsung and SK hynix as an alternative to 12-layer stacks for Rubin Ultra. Heat and yield issues with taller stacks are driving the shift, with 8-high volumes expected to grow from Q2 2027.

Wccftech

Open source

Samsung and SK hynix to ramp 8-layer HBM4 for Nvidia's Rubin Ultra by Q2 2027

12-layer HBM4 remains the primary product in 2026 but its share should shrink from mid-2027
8-high HBM4 needs its own Nvidia qualification, with testing now being prepared
Rubin Ultra was scaled back to a dual-die design amid supply chain concerns
A full Rubin Ultra rack is estimated at $21 million, with HBM4E at $1.5 million per unit

#Samsung#SKhynix#Nvidia#HBM4

Nvidia's Rubin expected to use mostly 12-layer HBM4 despite 8-layer shift reports

Hardware

Counterpoint: HBM4 for Rubin Stays at 12 Layers as Memory Demand Holds

Hardware

SK hynix Discusses Mass Production of iHBM Memory With 30% Better Heat Resistance

Hardware

Samsung and SK hynix to ramp 8-layer HBM4 for Nvidia's Rubin Ultra by Q2 2027

Nvidia's Rubin expected to use mostly 12-layer HBM4 despite 8-layer shift reports

Counterpoint: HBM4 for Rubin Stays at 12 Layers as Memory Demand Holds

SK hynix Discusses Mass Production of iHBM Memory With 30% Better Heat Resistance

Samsung and SK Hynix Show Rival HBM4 Stacks at SEDEX 2026