智通财经网·2026-02-13 06:04Group 1 - The core viewpoint of the articles highlights the growing demand for HBM4 driven by the expansion of AI infrastructure and GPU requirements, with NVIDIA's Rubin platform expected to significantly influence this demand [1][2] - TrendForce anticipates that the validation process for HBM4 by the three major memory manufacturers will be completed by the second quarter of 2026, with Samsung expected to lead the way due to its product stability [1][2] - The demand for high-performance storage devices is increasing, particularly among North American cloud service providers (CSPs) who are investing heavily in AI server construction starting from the end of 2025 [1] Group 2 - The overall shortage in memory capacity is intensifying, leading to significant price increases for Conventional DRAM products since the fourth quarter of 2025, which affects the profitability of HBM [2] - NVIDIA's reliance on specific suppliers for the Rubin platform may pose challenges in meeting demand, prompting manufacturers to adjust the supply distribution of HBM and Conventional DRAM to balance overall output and customer needs [2] - Samsung is progressing the fastest in the validation of HBM4, with expectations to begin quarterly mass production after completion in the second quarter, while SK hynix and Micron are also advancing but at different paces [5]