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“HBM4 started shipping for Rubin MP 🤔🤔🤔”
@zephyr_z9
HBM4 mass shipments to Nvidia Rubin MP have started, and SK Hynix as the dominant HBM4 supplier captures the revenue surge now showing in Korean export data.
SKHXLONGIDEA · NOT YET PRICED
“HBM4 started shipping for Rubin MP 🤔🤔🤔”
@zephyr_z9
HBM4 now shipping to Nvidia's Rubin MP confirms the next-gen AI GPU supply chain is executing, removing a key risk to Nvidia's forward revenue ramp.
NVDALONG@ $209.56
$199.69-4.71%
since call Jun 21
peak +2.3%
TIMESTAMPS
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