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 spot prices, wafer pricing, foundry and CoWoS capacity, per-chip bill-of-materials cost, and HBM qualification status — derived from public data and human-reviewed. 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)
Sourced public intelligence, not insider data; status changes are human-reviewed before publication. Full timelines on the HBM Qualification Tracker.