Samsung and SK Hynix will mass produce HBM4 in Q2 next year for NVIDIA

Samsung Electronics and SK Hynix plan to start mass production and delivery of 8-layer HBM4 in the second quarter of next year, supplying it to NVIDIA.

According to informed sources, NVIDIA will equip the 8-layer HBM4 based on the scale of the Rubin Ultra NVL rack, and it is expected that the proportion of 8-layer HBM4 will significantly increase starting from the middle of next year.