Samsung and SK Hynix target 2027 deliveries of eight-layer HBM4 to Nvidia
The suppliers aim to begin volume shipments in the second quarter, DigiTimes reported, citing ZDNet Korea, as Nvidia reviews memory plans for Rubin Ultra accelerators. According to Wccftech, Nvidia began supplier discussions in the third quarter of 2026 about using eight-layer stacks instead of 12-layer versions amid heat and manufacturing yield problems.
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Wccftech Samsung & SK hynix Reportedly Set To Ramp 8-Layer HBM4 Shipments For NVIDIA’s Rubin Ultra In Q2 2027, As Heat And Yield Issues Continue To Complicate 12-Layer Stack Manufacturing · Omar Sohail
DigiTimes Samsung, SK Hynix eye 2Q27 shipments of 8-layer HBM4 to Nvidia · DIGITIMES