Is #NVIDIA easing the HBM pressure? Beyond rethinking Rubin Ultra’s memory mix, the chipmaker has quietly cut Rubin GPU’s HBM4 bandwidth by nearly 1...

What happened

According to a TrendForce post dated Oct 27, 2026 (reported, unconfirmed), NVIDIA is reportedly reconsidering 12-Hi HBM4E for Rubin Ultra in favor of a mix of 8-Hi HBM4 and HBM4E, which could potentially ease costs and supply constraints. Separately, the chipmaker has quietly cut Rubin GPU's HBM4 bandwidth by nearly 13%. Both items remain reported/conditional claims and are not confirmed as implemented.

Impact and signal

Affected components and suppliers

Source and time

Source: TrendForce Official (Market Data) · 10/27/2026 · View original source