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NVIDIA's Rubin GPU Mass Production Hit by HBM4 Validation Delay, Production Goal Slashed to 1.5 Million Units
13 hour ago /
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Author：小编
The timeline for mass-producing NVIDIA's next-generation Rubin GPU is facing potential delays, with the initial production target being scaled down from 2 million units to 1.5 million units. This adjustment is mainly attributed to the slowdown in the validation process of HBM4 technology. KeyBanc has verified these figures and highlighted that NVIDIA has successfully secured its supply of CoWoS packaging technology. The company anticipates a production capacity of 650,000 wafers by 2026, marking a significant 76% year-over-year surge. Although expectations for AI server system shipments have been revised downwards, analysts continue to exhibit optimism towards NVIDIA, retaining an overweight rating on the stock.
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