Nvidia(US:NVDA) 智通财经网·2026-01-08 06:29Core Insights - Nvidia is adjusting the specifications for its Rubin platform's HBM4, raising the Speed per Pin requirement to over 11Gbps, which necessitates design revisions from major HBM suppliers [1] - The demand for Nvidia's previous generation Blackwell products has exceeded expectations due to the AI boom, leading to adjustments in the production timeline for the Rubin platform [1] - The mass production of HBM4 is now expected to be delayed, with the earliest production anticipated by the end of Q1 2026 [1] Group 1 - TrendForce indicates that SK Hynix, Samsung, and Micron have all revised their HBM4 product designs in response to Nvidia's stricter specifications [1] - Samsung is positioned to be the first supplier to pass validation for HBM4, utilizing its advanced 1Cnm process technology, which may give it a competitive edge in supplying high-spec Rubin products [1] - SK Hynix is expected to maintain a significant supply advantage in 2026 due to pre-existing HBM contracts [1] Group 2 - Nvidia's product strategy shift is significantly impacting the HBM4 validation timeline, as the demand for Blackwell series products is projected to grow substantially in the first half of 2026 [2] - Nvidia has raised its shipment targets for the B300/GB300 series and increased HBM3e orders, which allows HBM suppliers additional time to adjust their HBM4 products [2] - The anticipated mass production timeline for HBM4 is now expected to fall between the end of Q1 2026 and Q2 2026 [2]