… We are partnering with TSMC for manufacturing the HBM4E base logic die for both standard and customized products. Customization requires close collaboration with customers, and we expect HBM4E with customized base logic dies to deliver higher gross margins than standard HBM4E. …
… With HBM4E, the main highlights are the ones we mentioned above: memory bandwidth and die density. SK Hynix is already leading the charge in producing HBM4E by showcasing samples, and we will see the first use of this memory on NVIDIA's Rubin Ultra GPUs , which arrive next year. …
… As per the name timeline, Rubin Ultra will see Qualification Samples produced in July, Production Samples in August, and Mass Production is expected in September, with Racks to be ready by October. …
… Following the successful introduction of HBM4 to market, sampling for HBM4E is expected to begin in the second half of 2026, while custom HBM samples will start reaching customers in 2027, according to their respective specifications. …
… TSMC 4NP TSMC 4NP TSMC 5nm TSMC 7nm TSMC 12nm TSMC 16nm CPU Rosa Vera Vera Grace Grace Grace N/A N/A N/A Memory HBM4e/HBM5? …
… It added that the next-generation HBM4E memory should start its production ramp in calendar year 2027 with the first sample using DRAM modules made on the 1-gamma production node. …
… The first of these efforts will be seen with HBM4E , which is on track for sampling in the second half of this year. …
… Samsung is planning to deliver some of the first samples of its HBM4e product shortly. …