Counterpoint: 12-high HBM4 to dominate Nvidia's Vera Rubin GPU

Counterpoint Research has forecast that 12-high HBM4 products will be the mainstream for Nvidia's next-generation Vera Rubin GPU, according to a report published on October 9, 2026 by ZDNet Korea. The forecast contradicts recent media reports that Nvidia had asked major HBM suppliers to lower flagship specifications from 12-high to 8-high.

Counterpoint also stated that 4-high HBM4 products have not been observed in the ASIC segment. Some earlier estimates had suggested a drop to 4-high in that segment due to cost pressure.

The research firm further said that reports of weakening HBM demand across the memory industry are misinformation.

In the background, HBM production requires more than three times the capacity of general-purpose DRAM. On October 8, 2026, Samsung Electronics reported preliminary third-quarter results with revenue of 195 trillion won and operating profit of 107.4 trillion won.