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Samsung & SK hynix Reportedly Set To Ramp 8-Layer HBM4 Shipments For NVIDIA's ...
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Fusion42 · 26 October 2026 · Fusion42 review
Samsung and SK hynix plan to increase shipments of 8-layer HBM4 memory stacks for NVIDIA's Rubin Ultra GPUs in Q2 2027 due to heat and yield issues complicating the manufacturing of 12-layer stacks. While 12-layer HBM4 remains dominant, the share of 8-layer stacks is expected to grow significantly as they are easier to produce and cool.
This Wire brief tracks SK hynix, and It sits within Fusion42's coverage of Semiconductors and AI Infrastructure.
◆ ◆ The Wire takeaway
You need to prepare for a shift towards simpler and more reliable memory stacks in GPUs as 8-layer HBM4 becomes the fallback for heat and production issues. That means adjusting your supply plans or product design now to align with what NVIDIA and its suppliers can reliably deliver from mid-2027.
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1 source · 26 Oct 2026
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