… 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. …
NVIDIA's Rubin platforms are rumoredly facing design/spec issues, making way for the competition, such as AMD MI500, to get the headstart with HBM4E in 2027. Will AMD Beat NVIDIA In The Race To HBM4E? …
… 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? …
… Samsung is planning to deliver some of the first samples of its HBM4e product shortly. …