NuAxiSemiconductor trade intelligence

[News] NVIDIA GTC 2026 in Focus: Feynman Reportedly on TSMC A16, Samsung & SK hynix to Showcase HBM4

What happened

NVIDIA's upcoming GTC 2026 is expected to feature discussions on its future Feynman architecture, reportedly on TSMC's A16 node, and showcase HBM4 from Samsung and SK hynix. The Feynman chip is slated for 2028, and HBM4 is entering mass production for the current Vera Rubin platform. Neutral: No immediate supply or price impact; this is a long-term technology roadmap announcement.

Impact and signal

Low impactImpact score: 25/100

Affected components and suppliers

HBM4AI GPU

NVIDIA TSMC Samsung Electronics SK hynix

roadmapfuture-techhbm4

Source and time

Source: TrendForce · 2/24/2026 · View original source

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[News] NVIDIA GTC 2026 in Focus: Feynman Reportedly on TSMC A16, Samsung & SK hynix to Showcase HBM4

What happened

Impact and signal

Affected components and suppliers

Source and time

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