The report said that Samsung and SK SK hynix plan to Q2 mass-produce and deliver to NVIDIA next year 8-layer HBM4
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AT A GLANCE
The report said that Samsung Electronics and SK SK hynix plan to mass-produce and deliver to NVIDIA in the second quarter of next year 8-layer HBM4。
Article
Samsung and SK SK hynix will Q2 mass-produce and deliver HBM4 to supply NVIDIA
BlockBeats News:October 26, according to ZDNet Korea, Samsung Electronics and SK SK hynix have set the mass-production and shipment schedule for 8-layer HBM4 supplied to NVIDIA for around the second quarter of next year. A source familiar with the matter said: “As I understand it, NVIDIA will equip NVL racks based on Rubin Ultra at scale, along with 8-layer HBM4. Although 12-layer HBM4 will remain the main focus this year, the proportion of 8-layer HBM4 will increase significantly starting from the middle of next year.”
Original link https://m.theblockbeats.info/flash/373676
Key points
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BlockBeats said the news came from a ZDNet Korea report.
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The report stated that Samsung Electronics and SK SK hynix will supply NVIDIA with 8-layer HBM4 and have scheduled mass production and shipments for around the second quarter of next year.
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A source familiar with the matter said that NVIDIA will equip NVL racks based on Rubin Ultra at scale with 8-layer HBM4。
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The source familiar with the matter said that 12-layer HBM4 will remain the main focus this year, while the proportion of 8-layer HBM4 will increase significantly starting from the middle of next year.
AI-assisted interpretation
The following is analysis, separate from reported facts. Verify important claims independently.
HBM4 is a type of high-bandwidth memory product. The core of the report is that the suppliers plan to begin mass production and shipments to NVIDIA around the second quarter of next year of 8-layer HBM4; the information regarding product configurations and changes in share comes from a source familiar with the matter.
Why it matters to readers
If the plan in the report is implemented, it would mean that supply arrangements for 8-layer HBM4 in NVIDIA-related racks are advancing, and may also affect market attention on subsequent shipments by Samsung Electronics and SK SK hynix.
Beginners should focus on whether the companies formally confirm the timing of mass production, validation, and delivery, and whether actual shipments of 8-layer HBM4 increase; it is inadvisable to make a judgment based solely on a single report.
Risks and unknowns
The material does not provide official confirmation from NVIDIA, Samsung Electronics, or SK SK hynix.
The identity of the source familiar with the matter and the source of its information cannot be verified from the material.
Whether actual mass production, validation, shipment volumes, and the proportion of 8-layer HBM4 will change as reported remains uncertain.
The specific years referred to by “next year” and “this year” are not explicitly stated in the body of the evidence.
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HBM4
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