Media sources have reported that Samsung Electronics and SK Hynix are gearing up to initiate mass production and subsequent shipment of 8-layer HBM4 specifically tailored for NVIDIA during the second quarter of the upcoming year. Insider information indicates that NVIDIA is poised to concurrently adopt the 8-layer HBM4, which is built upon the foundation of the Rubin Ultra's NVL rack-scale architecture. While the spotlight remains firmly on the 12-layer HBM4 throughout this year, it is anticipated that the proportion of 8-layer HBM4 will experience a notable surge starting from mid-next year.
