Summary
This dataset compiles data on Nvidia's HBM4 supply shift toward 8-high stacks: capacity, data rates and mass-production timelines for 12-high vs 8-high products, Vera Rubin platform spec cuts (Rubin GPU bandwidth from 22 TB/s to 19.2 TB/s, NVLink 6 from 3.6 TB/s to 3.0 TB/s), and HBM4 rate disclosures from the top three memory makers, per TrendForce, ZDNet, Wccftech and Expreview reports.
Data Notes
- Sources: TrendForce (2026-10-27), ZDNet (2026-10-26, cited by CFM Flash Market and TrendForce), Wccftech (cited by Expreview and TrendForce).
- Scope: Bandwidth and rates are reported values from Nvidia specifications or vendor disclosures; mass-production timing is a reported plan, subject to vendor announcements.
- Status: 12-high HBM4 remains the mainstream configuration in 2026; 8-high products still require Nvidia qualification.
Core Data Table
| model | metric | value | note |
|---|---|---|---|
| HBM4 12-Hi | stack layers | 12 | mainstream in 2026, Nvidia-qualified |
| HBM4 8-Hi | stack layers | 8 | mass production from Q2 2027; separate qualification |
| HBM4 12-Hi | thermal & yield | high heat, lower yield | key driver of tight supply |
| HBM4 8-Hi | cost per stack | lower than 12-Hi | uses fewer DRAM dies |
| Rubin GPU | HBM4 bandwidth (original) | 22 TB/s | archived spec, Sep 2026 |
| Rubin GPU | HBM4 bandwidth (revised) | 19.2 TB/s | about -13% |
| Rubin GPU | HBM4 stacks per GPU | 8 | 36 GB per stack |
| NVLink 6 | throughput (original) | 3.6 TB/s | archived spec |
| NVLink 6 | throughput (revised) | 3.0 TB/s | about -17% |
| Vera Rubin Superchip | HBM4 capacity | 576 GB | archived spec; 44 TB/s bandwidth |
Vendor Rates and Mass-Production Timeline
| vendor | HBM4 rate per pin | stack bandwidth (approx) | 8-Hi plan |
|---|---|---|---|
| Samsung Electronics | 11.7 Gbps (up to 13 Gbps) | about 3.0 TB/s | to Nvidia from Q2 2027 |
| SK hynix | 11.7 Gbps | about 3.0 TB/s | to Nvidia from Q2 2027 |
| Micron | over 11 Gbps | over 2.8 TB/s | 8-Hi plan not disclosed |
Platform Configuration Comparison
| platform | original config | revised config | change |
|---|---|---|---|
| Vera Rubin NVL72 | 20.7 TB HBM4, 1,580 TB/s bandwidth | follows GPU bandwidth cut | -13% to -26% (reported) |
| Rubin Ultra | originally 12-Hi HBM4E | mix of 8-Hi HBM4 and 8-Hi HBM4E | depends on rack config |
| Vera CPU | 1.5 TB LPDDR5X (fixed) | up to 1.5 TB | wording relaxed |
Field Descriptions
- model: Data object (HBM4 stack config, Nvidia platform, or memory vendor).
- metric: Indicator name.
- value: Reported spec or disclosure value.
- note: Supplementary note.
- Data as of October 27, 2026; all values are reported figures.