Institution: Nvidia is trying to increase the HBM4 specifications, and it is expected that SK Hynix will remain the largest supplier in 2026.

According to the latest survey from TrendForce, in response to AMD's launch of the MI450 Helios platform in 2026, Nvidia has recently actively requested key suppliers of components for the Vera Rubin server rack to increase product specifications, including raising the Speed per Pin of HBM4 to 10Gbps. Although there are still variables as to whether the specifications can be improved, it is expected that SK Hynix will maintain its advantage as the largest supplier in the early stages of HBM4 mass production.