Rumor
NVIDIA Rubin volume ramp delayed due to SK Hynix HBM4 manufacturing issues
Thursday, February 5, 2026 at 02:08 PM
NVIDIA Rubin volume production is reportedly delayed by 2 to 4 months due to manufacturing challenges. Issues arose during the stacking process of SK Hynix HBM4 using TSMC-manufactured base dies, leading to a rework that will stall shipments until the fourth quarter. While NVIDIA is attempting to utilize Samsung as an alternative source, Samsung lacks sufficient capacity to meet the full supply requirements.
Context
Reports from supply chain sources in Taiwan suggest a potential delay for NVIDIA’s next-generation Vera Rubin architecture. The delay, estimated between 2 and 4 months, is reportedly linked to yield and technical integration challenges with SK Hynix’s HBM4 memory modules. Although NVIDIA officially maintains that production remains on track for the second half of 2025, separate industry analyses indicate that SK Hynix may not reach full-scale volume for the required chips until later in 2026.
For investors, this shift underscores the critical bottleneck that memory production poses to high-end hardware cycles. SK Hynix reportedly holds over 70% of NVIDIA’s HBM4 orders, making its yield performance a vital catalyst for the Rubin series. While a delay could impact the timing of NVIDIA’s next major architectural transition, the extended cycle may support near-term revenue as the company maximizes shipments of current Blackwell chips, which continue to see massive, unmet market demand.
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