Counterpoint: 12-high HBM4 to lead for Nvidia's Vera Rubin GPU
Counterpoint Research forecasts 12-high HBM4 as the mainstream for Nvidia's next-generation Vera Rubin GPU, pushing back on reports of a shift to 8-high.
Counterpoint Research has forecast that 12-high HBM4 products will be the mainstream configuration for Nvidia's next-generation Vera Rubin GPU, according to zdnet.co.kr.
The research firm also said it has not observed 4-high HBM4 products in the ASIC segment, addressing estimates that cost pressure could push that segment down to a 4-high stack.
Counterpoint further stated that reports of weakening HBM demand across the memory industry are misinformation.
Recently, media reports said Nvidia had asked major HBM suppliers to lower flagship specifications from 12-high to 8-high. Counterpoint's forecast contradicts that account.
In the ASIC segment, some estimates had suggested a drop to 4-high because of cost pressure. HBM production requires more than three times the capacity of general-purpose DRAM.
On October 8, Samsung Electronics reported preliminary third-quarter results with revenue of 195 trillion won and operating profit of 107.4 trillion won.
Quick answers
What did Counterpoint Research forecast for Nvidia's Vera Rubin GPU?
Counterpoint Research forecast that 12-high HBM4 products will be the mainstream for Nvidia's next-generation Vera Rubin GPU.
What did Counterpoint say about HBM demand?
Counterpoint Research said reports of weakening HBM demand across the memory industry are misinformation.