## HBM4 Production Delayed Volume production of HBM4 memory is now expected to begin no earlier than the end of Q1 2026. This delay is attributed to Nvidia's decision to revise its memory specifications upward for its next-generation Rubin GPU platform. ## Impact on Nvidia Rubin GPUs Nvidia's decision to revise the specifications directly impacts the production timeline of HBM4 memory. The company is aiming for superior performance for its Rubin architecture, which requires more precise and complex tuning of the memory technology. This delay could have repercussions throughout the supply chain, affecting the release times of products based on the new GPUs. ## HBM Memory Context HBM (High Bandwidth Memory) is a type of high-performance memory primarily used in high-end graphics cards and compute accelerators. It offers significantly higher bandwidth than traditional GDDR memory, enabling faster and more efficient data transfer. The evolution of HBM memory is crucial to support the growing computing needs of applications such as artificial intelligence, machine learning, and advanced graphics rendering.