Rubin

Headlines · 2

1. 2d
   NVIDIA Rubin said to stick with 12-layer HBM4 as HBM prices seen up 121% in 2027

   A supply-chain survey cited by Counterpoint Research indicates most of NVIDIA's next-generation Rubin AI accelerators will keep the originally planned 12-layer HBM4 stacks, rather than shifting broadly to 8-layer HBM4 as earlier rumors suggested. NVIDIA's published roadmap lists 12-high HBM4 with up to 288GB of memory per GPU and bandwidth up to 22TB/s; Korean media had reported that NVIDIA asked Samsung Electronics and SK hynix for more 8-layer HBM4 supply, and industry observers say the two accounts need not conflict — some products may use 8-layer stacks to ease capacity pressure while flagship Rubin parts stay at 12 layers. Separately, TrendForce forecasts HBM average selling prices could rise 121% year over year by 2027, driven mainly by the mix shift from HBM3E to pricier HBM4 rather than pure shortage; because the costly base die is spread over fewer memory layers, 8-layer HBM could cost 10% to 20% more per Gb than 12-layer in 2027.

   cnBeta · 🔥 3
2. 3d
   KYEC signs NVIDIA prepayment deal to build dedicated US chip testing capacity

   Taiwanese semiconductor testing firm King Yuan Electronics (KYEC) said its board approved a customer prepayment agreement with NVIDIA International, Inc., under which NVIDIA will advance funds for KYEC and its wholly owned US subsidiary AeternZ Semiconductor Testing Corporation to build testing capacity in the United States, reserving dedicated capacity and testing services for NVIDIA, with the prepayment offset against future service payments until fully deducted. KYEC said the deal deepens its long-term cooperation with NVIDIA and expands US testing capacity, and that the revised contract structure means the parent company no longer needs to provide a US$300 million endorsement guarantee, which it has cancelled. The report notes KYEC's board approved a US plant investment in July 2026 with a cap of US$1.4 billion, and that its 2026 capital expenditure was raised from NT$39.372 billion to NT$50 billion, with AI orders spanning NVIDIA's Blackwell and Rubin series plus ASIC and CPU testing; NVIDIA did not disclose the prepayment amount or full contract details, after signing a US$1.5 billion multi-year deal with Amkor in July 2026.

   科技新报 · 🔥 0

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