NuAxiSemiconductor trade intelligence
Nvidia's Rubin GPU is likely to be late thanks to memory shortage and technical challenges
What happened
TrendForce forecasts Nvidia's Rubin GPU shipments to be delayed and lower than expected due to HBM4 validation and technical challenges. Consequently, the shipment mix for 2026 is revised down to 22% from 29%. This shift favors Blackwell GPUs, which are expected to account for 71% of shipments this year.
Impact and signal
High impactImpact score: 90/100
Affected components and suppliers
HBM4 memoryConnectX-9 NICsLiquid cooling systemsRubin GPUsBlackwell GPUsHopper GPUs
NvidiaTrendForce
delayshortageforecast_cutHBM4BlackwellHopper
Source and time
Source: The Register · 4/8/2026 · View original source
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