NVIDIA Rubin Ultra HBM Demand Drops 10% on Spec Adjustment

NVIDIA may downgrade Rubin Ultra to HBM4 8Hi, cutting 2027 HBM demand by 10% to bypass supply bottlenecks and boost accelerator output.

Woofun AI reports that NVIDIA is discussing a configuration adjustment for the next-generation Rubin Ultra GPU, potentially shifting from HBM4E 12Hi 384GB to HBM4 8Hi 192GB. Analyst Jukan notes that if 2027 CoWoS capacity reaches 1.2 million wafers, producing approximately 1.6 million Rubin Ultra units under the lower-spec scheme would reduce NVIDIA’s HBM demand from 24.1 billion Gb to 21.6 billion Gb, a 10% decrease.

This strategic shift aims to increase accelerator output amidst constrained HBM supply, as DRAM manufacturers cannot match TSMC’s packaging expansion. The move avoids exacerbating storage shortages in smartphone and PC sectors, allowing NVIDIA to maximize AI chip production within current memory limits.