NVIDIA Cuts HBM4 Pin Speed — Bad for Memory Chipmakers
NVIDIA lowered its HBM4 memory pin speed spec from 11.7 to 9.3 Gbps, a negative development for SK Hynix and Micron who were building toward the higher spec.
What we know
An account on X flagged that NVIDIA officially lowered the HBM4 pin speed from 11.7 to 9.3 Gbps, reacting with 'Hynix and Micron fucked up.' The spec cut implies lower performance expectations for next-gen AI memory and potential pricing/margin pressure on HBM suppliers who may have been investing toward higher-spec manufacturing. This comes during a week of major tech earnings.
By the Global Eye 24 desk, with AI assistance. Updated as the story develops. Spot an error? Write to corrections@globaleye24.com.