Samsung Electronics and SK Hynix plan to mass-produce 8Hi HBM4 memory in 2027Q2 and supply it to NVIDIA

Samsung Electronics and SK Hynix plan to fully mass-produce 8Hi HBM4 memory stacks in the second quarter of 2027 and ship them to NVIDIA. NVIDIA is considering using 8Hi HBM4 (E) in Rubin Ultra and standard Rubin, and has adjusted the specifications for HGX Vera Rubin NVL8 and HGX Rubin NVL8 to a total system of 2TB HBM4.