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TrendForece writes that NVIDIA's (NVDA) upcoming Rubin platform is expected to become a major catalyst for HBM4 adoption once mass production begins

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The three leading memory suppliers—Samsung (005930 KS), SK Hynix (000660 KS), and Micron (MU) —are now in the final stages of HBM4 validation, with completion anticipated by 2Q26.

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