Silicon Analysts

Silicon Analysts Weekly · Issue #2 · week of 2026-06-09 → 2026-06-16

Qual Watch: All three vendors volume shipping HBM4 for Vera Rubin

Silicon Analysts Weekly for the week of 2026-06-09 to 2026-06-16: Qual Watch: All three vendors volume shipping HBM4 for Vera Rubin. A sourced, provenance-marked briefing on AI-chip supply-chain and pricing movements — HBM pricing, wafer pricing, foundry and CoWoS capacity, per-chip bill-of-materials cost, and HBM qualification status — derived from public data. Part of the Silicon Analysts semiconductor data layer.

The take

Vera Rubin is the first NVIDIA GPU generation to enter volume production with all three HBM suppliers simultaneously — SK Hynix, Micron, and Samsung qualified and shipping HBM4 12-Hi. With supply spread across three vendors from day one, pricing leverage shifts decisively toward NVIDIA.

Status changes

SK Hynix × NVIDIA Vera Rubin (HBM4 12-Hi): In qualification → Volume shipping — Jensen Huang confirmed all three vendors qualified and in production as of June 2026. (source · timeline)
Micron × NVIDIA Vera Rubin (HBM4 12-Hi): Qualified → Volume shipping — Micron entered high-volume production of 36 GB HBM4 for Vera Rubin, announced at GTC March 2026. (source · timeline)
Samsung × NVIDIA Vera Rubin (HBM4 12-Hi): Sampling → Qualified — Samsung selected alongside SK Hynix as HBM4 supplier for Vera Rubin as of March 2026. (source · timeline)

Market context

Manz Asia Delivers World's First 310mm Panel-Level Packaging ECD System for HBM — New PLP tooling at 310mm scale targets higher throughput and yield for HBM and AI chiplet packaging production ramps. (Manilatimes)
China Introduces Rare Earth Export Controls; US Accelerates Critical Minerals Strategy — Bilateral critical minerals competition creates supply chain risk for semiconductor packaging materials and advanced ceramics used in HBM production. (Time Magazine)
US Blocks Foreign Access to Anthropic's Top AI Models via Export Controls — Escalating technology restriction regime signals potential extension to semiconductors, creating supply chain fragmentation risk for HBM serving non-allied markets. (Al Jazeera)

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Sourced public intelligence, not insider data. Qualification status changes publish automatically once corroborated, not after human review. Full timelines on the HBM Qualification Tracker.