Samsung and SK Hynix will mass produce and deliver HBM4 to NVIDIA in next year's Q2.
49 minutes ago
According to ZDNet Korea, Samsung Electronics and SK Hynix have scheduled mass production and shipment of 8-layer HBM4 for NVIDIA around the second quarter of next year. A source familiar with the matter stated: "From what I understand, NVIDIA will equip its Rubin Ultra-based NVL rack-scale solutions with 8-layer HBM4. While 12-layer HBM4 remains the main focus this year, the share of 8-layer HBM4 will rise significantly starting mid-next year."
Microsoft, Alphabet, Amazon and other firms are set to release their earnings reports this week, and OKX has launched related prediction markets.
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Arthur Hayes: Flop Labs is set to open its Devnet
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