SK hynix's next-gen HBM4 tape out in October: ready for NVIDIA's future-gen Rubin R100 AI GPU

SK hynix is hoping to tape-out its next-gen HBM4 memory by October, getting ready to power NVIDIA's future-gen Rubin R100 AI GPU in 2025.

SK hynix's next-gen HBM4 tape out in October: ready for NVIDIA's future-gen Rubin R100 AI GPU
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SK hynix is aiming to have its HBM4 memory tape-out in Q4 2024, ready for NVIDIA's next-gen Rubin R100 AI GPU coming in 2025.

SK hynix's next-gen HBM4 tape out in October: ready for NVIDIA's future-gen Rubin R100 AI GPU 34

In a new report from ZDnet, we're learning that SK hynix is nearing the final stage of commercializing its next-generation HBM4 memory, with the design drawings to be transferred to the manufacturing process, or "tape out". According to ZDnet's industry sources, SK hynix plans to complete the tape out of its HBM4 for NVIDIA in October, so we're just weeks away.

HBM4 offers a huge 40% increase in bandwidth, and a reduced power consumption of a rather incredible 70% to HBM3E, the fastest memory in the world. HBM4 density will be 1.3x higher, with all of these advancements combined, the leap in performance and efficiency is a key driver in NVIDIA's continued AI GPU dominance.

NVIDIA says that its next-gen Rubin AI GPUs and their respective platforms will be available in 2026, while a Rubin Ultra AI GPU offering will be unleashed in 2027. NVIDIA also confirmed that its next-gen Rubin AI GPUs will use next-gen HBM4 memory.

We're expecting the next-gen NVIDIA Rubin R100 AI GPUs to use a 4x reticle design (compared to Blackwell with 3.3x reticle design) and made on TSMC's bleeding-edge CoWoS-L packaging technology on the new N3 process node. TSMC recently talked about up to 5.5x reticle size chips arriving in 2026, featuring a 100 x 100mm substrate that would handle 12 HBM sites, versus 8 HBM sites on current-gen 80 x 80mm packages.

TSMC will be shifting to a new SoIC design that will allow larger than 8x reticle size on a bigger 120 x 120mm package configuration, but as Wccftech points out, these are still being planned, so we can probably expect somewhere around the 4x reticle size for Rubin R100 AI GPUs.

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Anthony joined the TweakTown team in 2010 and has since reviewed 100s of graphics cards. Anthony is a long time PC enthusiast with a passion of hate for games built around consoles. FPS gaming since the pre-Quake days, where you were insulted if you used a mouse to aim, he has been addicted to gaming and hardware ever since. Working in IT retail for 10 years gave him great experience with custom-built PCs. His addiction to GPU tech is unwavering and has recently taken a keen interest in artificial intelligence (AI) hardware.

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