NuAxiSemiconductor trade intelligence
Samsung, SK Hynix eye 2Q27 shipments of 8-layer HBM4 to Nvidia
What happened
According to ZDNet Korea, reported on October 26, Samsung Electronics and SK Hynix are targeting the second quarter of 2027 to begin volume shipments of eight-layer HBM4 memory to Nvidia, as the AI chipmaker reassesses its memory strategy for next-generation Rubin Ultra accelerators. This is a plan/target and actual shipments have not yet occurred.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
8-layer HBM4 memory
HBM48-layerNvidiaRubin Ultra2Q27volume shipments
Source and time
Source: DigiTimes Asia · 10/26/2026 · View original source
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