Samsung, SK Hynix eye 2Q27 shipments of 8-layer HBM4 to Nvidia

First reported by Wccftech at · Updated · 5 sources

Samsung Electronics and SK Hynix are targeting the second quarter of 2027 to begin volume shipments of eight-layer HBM4 memory to Nvidia, ZDNet Korea reported on October 26, as the AI chipmaker reassesses its memory strategy for next-generation Rubin Ultra accelerators.

Covered by 5 publishers within 39 hours of the first report.

Summary from DigiTimes.

Reporting5

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
Bloomberg SK Hynix, Samsung, Kioxia, CXMT Earnings Test AI Boom in Memory Market · Yoolim Lee and Winnie Hsu
DigiTimes Samsung, SK Hynix eye 2Q27 shipments of 8-layer HBM4 to Nvidia · DIGITIMES
CNBC SK Hynix shares jump 11% after record quarterly profit, outperforming broader market
Financial Times SK Hynix profits soar amid roaring AI chip demand

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Topics SamsungNvidia