NVIDIA’s Rubin AI accelerators are expected to retain 12-Hi HBM4 memory in most products, according to a report from DIGITIMES citing Counterpoint Research. The report contradicts earlier speculation that NVIDIA was moving toward 8-Hi configurations to address manufacturing challenges and supply constraints.
NVIDIA’s official Rubin GPU specifications already list a 12-Hi HBM4 configuration, with capacity of up to 288 […] . The supplied source does not complete the capacity figure, so the full specification cannot be confirmed here.
Separately, the report says the ongoing memory shortage could drive HBM prices up by 121% in 2027. That is a projection, not a confirmed price change. The source does not provide further details on the products expected to use the configuration or the price forecast.
Source: Wccftech, citing DIGITIMES and Counterpoint Research.
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