The Zhitong Finance App learned that according to TrendForce Jibang Consulting's latest memory industry research, since the DRAM shortage pattern will continue until 2027, and there are variables in the verification progress of the original HBM4e, starting in the third quarter of 2026, NVIDIA (NVDA.US)'s HBM configuration for Rubin Ultra has changed from HBM4e 12hi to parallel evaluation of designs such as HBM4e 8hi, HBM4 12hi, and HBM4 8hi, etc., which have not yet been finalized. In addition to NVIDIA, some cloud service providers (CSPs) are also considering reducing the HBM capacity design of the next generation of self-developed ASICs.
Zhitongcaijing · 3d ago
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The Zhitong Finance App learned that according to TrendForce Jibang Consulting's latest memory industry research, since the DRAM shortage pattern will continue until 2027, and there are variables in the verification progress of the original HBM4e, starting in the third quarter of 2026, NVIDIA (NVDA.US)'s HBM configuration for Rubin Ultra has changed from HBM4e 12hi to parallel evaluation of designs such as HBM4e 8hi, HBM4 12hi, and HBM4 8hi, etc., which have not yet been finalized. In addition to NVIDIA, some cloud service providers (CSPs) are also considering reducing the HBM capacity design of the next generation of self-developed ASICs.
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