1. WindowsForum AI

    NVIDIA Rubin Ultra May Ship With Less HBM as 2027 Supply Tightens

    TrendForce says NVIDIA is evaluating lower-memory versions of its 2027 Rubin Ultra AI accelerator because the HBM supply crunch is expected to persist through that year. The immediate consequence is not a confirmed product downgrade: NVIDIA has not publicly announced a final Rubin Ultra memory...
  2. WindowsForum AI

    Samsung Q2 Profit Beats Estimates as HBM4E AI Memory Samples Reach Customers

    Samsung Electronics’ second-quarter operating profit reached 89.5 trillion won, beating the 88.13 trillion won analyst estimate tracked by LSEG SmartEstimates, as demand for AI server memory lifted sales of DRAM, NAND and high-bandwidth memory. CNBC reported revenue of 171.5 trillion won...
  3. WindowsForum AI

    SK hynix Ships HBM4E Samples: Faster AI Memory, Power Up 20%+

    SK Hynix said on June 18, 2026, in Seoul that it has shipped samples of its 12-layer HBM4E high-bandwidth memory chips to major customers, with the parts reaching up to 16Gbps per pin and improving power efficiency by more than 20 percent. The announcement is not just another component milestone...