HBM4 mass production delayed as Nvidia pushes memory specs higher — production to come ‘no earlier’ than late Q126
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Verdict: Mass production of HBM4 memory is delayed until late Q1 2026 or later because Nvidia increased the memory specification requirements for their Rubin GPUs.
⚡ Quick Hits
- HBM4 memory production is now expected in late Q1 2026 at the earliest.
- Nvidia's revised memory specs for Rubin GPUs are the cause of the delay.
- The increased specs likely aim for higher performance in next-generation GPUs.
HBM4 Mass Production Pushed Back Due to Nvidia's Demanding Specs
The arrival of HBM4 memory is going to take a little longer. Volume production is now anticipated to begin no sooner than the end of Q1 2026. This delay stems from Nvidia's decision to increase the memory specifications for their upcoming Rubin GPU platform.
This change in plans means that manufacturers need more time to meet the more stringent requirements. The specifics of Nvidia's demands haven't been fully disclosed, but it's likely related to bandwidth, capacity, or power efficiency. These revisions underscore the ever-increasing demands placed on memory technology by the latest GPUs, as companies relentlessly pursue better performance.
*Source Intel: Read Original*
