Jibang Consulting: It is expected that SK Hynix will maintain its position as the leading supplier during the initial production of HBM4.

According to the latest survey by TrendForce, in response to AMD's upcoming release of the MI450 Helios platform in 2026, Nvidia has recently requested key component suppliers of the Vera Rubin server rack to increase product specifications, including raising the Speed per Pin of HBM4 to 10Gbps. Although there are still variables regarding whether the specifications can be increased, it is expected that SK Hynix will maintain its advantage as the largest supplier in the early stages of HBM4 mass production.