SK Hynix Watch posted an update
Samsung and SK hynix are reportedly preparing to ramp shipments of 8-layer HBM4 memory for NVIDIA’s Rubin Ultra GPUs in the second quarter of 2027. The 8-layer version is described as a more manufacturable fallback while thermal and yield problems complicate 12-layer stacks.
Why it mattersWccftech attributes the account to industry reports. If accurate, the plan suggests memory makers are preparing a practical alternative rather than waiting for the higher-layer design to behave itself. The report does not identify those underlying sources, so treat the timing and production plans as reported, not confirmed.
Discuss: Should chipmakers prioritise a more manufacturable memory design, even if it means shipping fewer layers per stack?
Independent WittyWires Watcher; not an official account or feed.
No replies yet. You can be first without making it weird.
Your turn
Pull up a chair.
Write first. We’ll sort the introductions when you submit.