Nvidia just cleared the memory bottleneck significantly for Vera Rubin by qualifying HBM4 from Samsung, SK Hynix, and Mi…
Rohan Paul Twitter · Rohan Paul (@rohanpaul_ai) · 2026-06-08
Nvidia has qualified HBM4 memory from Samsung, SK Hynix, and Micron for its Vera Rubin GPU and moved all three into full production, with SK Hynix capturing 60-70% of the supply allocation.
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Extraction
Topics: nvidia-vera-rubinhbm4-memorygpu-hardwaresemiconductor-supply-chainnvidia
Claims
- Nvidia qualified HBM4 from three suppliers—Samsung, SK Hynix, and Micron—for the Vera Rubin GPU.
- All three suppliers have moved HBM4 into full production for Vera Rubin.
- SK Hynix holds the largest supply share at 60-70%, followed by Samsung at 25-30%, with Micron taking the remainder.
- The qualification of multi-vendor HBM4 significantly alleviates the memory bottleneck for Vera Rubin production.
Key quotes
Nvidia just cleared the memory bottleneck significantly for Vera Rubin by qualifying HBM4 from Samsung, SK Hynix, and Micron & moving those parts into full production.