Jukan(@jukan05):Aletheia dropped some juicy information today: - NVIDIA’s Rubin Ultra is unlikely to use HBM4 and will instead use 8-high and 12-high HBM4E. - Kyber has not been canceled, and the four-die Rubin Ultra remains on the roadmap. - The four-die Rubin Ultra could be used in Kyber. It could also be implemented through an OSAT by stitching together two dual-die packages on an ABF substrate. - The four-die Rubin Ultra could feature up to 768GB of HBM4E. Looks like a good time to buy memory again.

2026.08.13 13:59

Aletheia dropped some juicy information today: - NVIDIA’s Rubin Ultra is unlikely to use HBM4 and will instead use 8-high and 12-high HBM4E. - Kyber has not been canceled, and the four-die Rubin Ultra remains on the roadmap. - The four-die Rubin Ultra could be used in Kyber. It could also be implemented through an OSAT by stitching together two dual-die packages on an ABF substrate. - The four-die Rubin Ultra could feature up to 768GB of HBM4E. Looks like a good time to buy memory again.

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