Institution: HBM4 validation is expected to be completed in the second quarter of 2026

Glonghui, February 13th｜According to the latest HBM industry research by TrendForce, as AI infrastructure expands, the corresponding demand for GPUs continues to grow. It is expected that after the mass production of Nvidia’s Rubin platform, it will drive demand for HBM4. Currently, the HBM4 verification programs of the three major memory manufacturers are nearing completion and are expected to be finalized successively in the second quarter of 2026. Among them, Samsung, with the best product stability, is expected to be the first to pass verification, followed by SK Hynix and Micron, forming a pattern where the three major manufacturers supply Nvidia with HBM4.