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According to reports, Samsung Electronics and SK Hynix have scheduled mass production and shipment of the 8-layer HBM4 for Nvidia around the second quarter of next year. A person familiar with the matter said, “As far as I know, Nvidia will be equipped with 8-layer HBM4 based on the Rubin Ultra based NVL rack size. “While the 12-layer HBM4 will remain the main focus this year, the proportion of 8-layer HBM4 will increase significantly from the middle of next year.”

Zhitongcaijing·10/26/2026 06:41:11
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According to reports, Samsung Electronics and SK Hynix have scheduled mass production and shipment of the 8-layer HBM4 for Nvidia around the second quarter of next year. A person familiar with the matter said, “As far as I know, Nvidia will be equipped with 8-layer HBM4 based on the Rubin Ultra based NVL rack size. “While the 12-layer HBM4 will remain the main focus this year, the proportion of 8-layer HBM4 will increase significantly from the middle of next year.”