HBM4 mass production delayed as Nvidia pushes memory specs higher — production to come ‘no earlier’ than late Q126

HBM4 memory production is delayed until at least late Q1 2026 due to Nvidia's higher memory specifications for its Rubin GPU platform, pushing all major HBM suppliers to redesign their products. Samsung is ahead in qualification, but SK hynix is expected to remain the primary supplier to Nvidia. Nvidia's control over memory ecosystems and purchasing power significantly impacts HBM production and standards. The delay offers vendors a chance to optimize yields and scale operations, with SK hynix leading HBM volume shipments. The delay also affects AMD and Intel's future product plans reliant on HBM4 technology.