NuAxiSemiconductor trade intelligence

🚀 #NVIDIA’s Vera Rubin #HBM4 hype heats up.

What happened

Samsung and SK hynix are reported as the main HBM4 suppliers for NVIDIA's upcoming Vera Rubin platform, with Samsung leading in performance after passing 10 & 11 Gb/s tests. This information emerges ahead of NVIDIA's GTC conference. Neutral: This is a future product roadmap confirmation with no immediate impact on current supply, pricing, or trading decisions.

Impact and signal

Low impactImpact score: 15/100

Affected components and suppliers

HBM4

Samsung Electronics SK hynix

hbmai-gpusupply-chain

Source and time

Source: TrendForce Official (Market Data) · 3/8/2026 · View original source

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[News] AI, HBM Drive Memory Testing Demand: How China’s Suppliers Are Challenging an 80%-Import MarketTrendForce · 10/4/2026
[News] Samsung, SK hynix Reportedly Tapped as NVIDIA Rubin HBM4 Suppliers; Shipments Could Start in MarchTrendForce · 3/8/2026
[News] Samsung, SK hynix’s HBM4 Push Puts HBM, General Memory Pricing in the Spotlight for 2H EarningsTrendForce · 8/12/2026
[News] SK hynix Reportedly Pulls Forward HBM4E Sample Timeline, Eyeing June–July Shipments to Key CustomersTrendForce · 6/14/2026
[News] Micron Reportedly to Add 60K HBM Wafers/M, Reaching 100K by Year-End to Narrow Gap With RivalsTrendForce · 9/3/2026
SK hynix to Supply HBM4E Samples in Second Half Using 1c DRAMThe Elec · 4/24/2026

🚀 #NVIDIA’s Vera Rubin #HBM4 hype heats up.

What happened

Impact and signal

Affected components and suppliers

Source and time

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