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Industry Insight: HBM4 Verification Anticipated to Conclude in Q2, Paving the Way for a Triad of Key Suppliers to NVIDIA
1 day ago /
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Author：小编
As the AI infrastructure landscape continues to broaden, the appetite for GPUs is escalating. Once NVIDIA's Rubin platform commences full-scale production, it is poised to substantially amplify the need for HBM4. According to TrendForce's forecasts, considering an optimistic demand scenario, supply chain vulnerabilities, and market share distribution strategies, NVIDIA is likely to integrate the three leading manufacturers into its HBM4 supply chain. This move aims to adequately cater to the surging demands of the Rubin platform.
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