India, Sept. 23 -- TrendForce reports that NVIDIA has recently pressed key component suppliers of its Vera Rubin server racks to upgrade product specifications, specifically requesting that HBM4 speed per pin be raised to 10 Gbps, as AMD gets set to launch its MI450 Helios platform in 2026. Although whether these upgrades can be achieved remains uncertain, SK hynix is expected to maintain its leading position as the largest supplier in the early mass-production phase of HBM4.

HBM4 is being refined to deliver higher transmission speeds and bandwidth as a critical component for AI servers. The base die plays a decisive role in HBM performance. Among the three leading suppliers, Samsung took an aggressive step in 2024 by upgrading the HBM4 ...