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NVIDIA Lowers HBM4 Specs for "Vera Rubin" VR200 as Memory Suppliers Miss 22 TB/s Target

What happened

NVIDIA has lowered HBM4 performance specifications for its upcoming 'Vera Rubin' VR200 GPU from a target of 22 TB/s to approximately 20 TB/s, as memory suppliers SK hynix and Samsung struggle to meet the original spec. This represents a technical setback but does not constitute a supply disruption or immediate market shortage. Neutral: This is a future product specification adjustment with no direct impact on current trading or component supply.

Impact and signal

Low impactImpact score: 10/100

Affected components and suppliers

HBM4

NVIDIA SK hynix Samsung Electronics

spec-changeproduct-launch

Source and time

Source: TechPowerUp · 3/3/2026 · View original source

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NVIDIA Lowers HBM4 Specs for "Vera Rubin" VR200 as Memory Suppliers Miss 22 TB/s Target

What happened

Impact and signal

Affected components and suppliers

Source and time

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