NVIDIA Secures HBM4 Suppliers For Vera Rubin
NVIDIA’s forthcoming Vera Rubin AI systems, shipping late summer as VR200 NVL72 rack-scale solutions, will use HBM4 memory supplied mainly by SK hynix and Samsung, according to leaked SemiAnalysis notes. The leak indicates SK hynix will supply about 70% of HBM4, with Samsung providing the remaining 30%, while Micron reportedly has no committed supply. This concentration could affect procurement decisions for OEMs and data centers.
Scoring Rationale
Relevant hardware supply insight with moderate novelty, limited by a single-source leak and no official confirmation.
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