Shay Boloor(@StockSavvyShay):$SKHY and Samsung are reportedly preparing to supply 8-layer HBM4 for $NVDA Rubin Ultra by Q2 2027 as heat and manufacturing challenges complicate taller 12-layer stacks. So this looks like Nvidia is willing to sacrifice some memory per stack for more reliable production which says a lot about how important shipping these AI systems at scale has become.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

参加 February 2019

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Shay Boloor@StockSavvyShay

2026.10.26 10:12

$SKHY and Samsung are reportedly preparing to supply 8-layer HBM4 for $NVDA Rubin Ultra by Q2 2027 as heat and manufacturing challenges complicate taller 12-layer stacks. So this looks like Nvidia is willing to sacrifice some memory per stack for more reliable production which says a lot about how important shipping these AI systems at scale has become.