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Rohan Paul· @rohanpaul_ai · X·· 2026-06-08AI 评分61
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NVIDIA 正式认证三星、SK 海力士和美光的 HBM4 内存,并投入量产,以解决 Vera Rubin 超算的内存瓶颈。据消息,Vera Rubin 的 HBM4 份额分配为:SK 海力士 60–70%、三星 25–30%、美光占剩余部分。SK 海力士与 NVIDIA 已达成多年合作,将共同开发 Vera Rubin AI 超算等平台的内存,并利用 CUDA-X、PhysicsNeMo 等工具加速芯片设计与半导体仿真。双方强调,先进 DRAM 与 HBM 须提前数年协同设计。

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Nvidia just cleared the memory bottleneck significantly for Vera Rubin by qualifying HBM4 from Samsung, SK Hynix, and Micron & moving those parts into full production.
per news, Vera Rubin HBM4 share: SK Hynix 60–70%, Samsung 25–30%, Micron rest.

引用Rohan Paul@rohanpaul_ai
SK hynix and NVIDIA just formed a multi-year memory partnership to build the chips behind the next wave of AI factories. So SK hynix is being pulled deeper into AI servers, personal AI, and physical AI. SK hynix will codevelop memory for NVIDIA Vera Rubin AI supercomputers, Vera CPUs, RTX Spark-powered PCs and Jetson Thor platforms, and will use NVIDIA CUDA-X, PhysicsNeMo, Omniverse, OpenUSD and cuOpt to accelerate chip design, semiconductor simulations and autonomous fab digital twins. Memory can no longer be designed after the GPU is finished, because advanced DRAM and high-bandwidth memory need years of co-design, fabrication planning, and capital spending. The partnership also moves AI into chipmaking itself, using CUDA-X, PhysicsNeMo, and simulation tools to speed semiconductor physics, lithography, and internal engineering code. SK hynix also plans fab digital twins, which are software copies of factories where robots, tools, wafers, and logistics can be tested before changes hit the real production line. It reinforces SK Hynix's position as a key supplier in the AI hardware supply chai
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来源:Rohan Paul · x.com