HBM Shortage Storm Hits! Nvidia Plans to Cut Rubin Ultra Memory Specs, AI Chip Supply Chain Sounds Alarm
Summary Nvidia is reportedly planning to reduce the memory configuration of its next-generation flagship GPU, Rubin Ultra, from the originally planned 12Hi HBM4e to lower-spec options such as 8Hi, in response to the ongoing shortage of high-bandwidth memory chips. Jys Consulting points out that the supply-demand imbalance for DRAM in 2027 is complex, and the price increase of HBM is an industry consensus. AI chip manufacturers are facing dual pressures of supply tightening and rising costs, leading to s
Nvidia is reportedly planning to reduce the memory configuration of its next-generation flagship GPU, Rubin Ultra, from the originally planned 12Hi HBM4e to lower-spec options such as 8Hi, in response to the ongoing shortage of high-bandwidth memory chips. Jys Consulting points out that the supply-demand imbalance for DRAM in 2027 is complex, and the price increase of HBM is an industry consensus. AI chip manufacturers are facing dual pressures of supply tightening and rising costs, leading to s
Related Tags
