NVIDIA Lowers HBM4 Specs for “Vera Rubin” VR200 as Memory Suppliers Miss 22 TB/s Target

NVIDIA has reportedly lowered its performance requirements for the HBM4 memory used in “Rubin” GPUs, as SK hynix and Samsung are reportedly struggling to meet the ambitious performance targets set by NVIDIA. According to a new note from SemiAnalysis, NVIDIA is reducing its specification requirements for the upcoming GPU generation. Originally, NVIDIA targeted a total bandwidth of 22 TB/s for the Rubin chip, but memory suppliers seem to be having difficulty meeting these requirements. Initial shipments are expected to achieve closer to 20 TB/s, which translates to approximately 10 Gbps per pin for HBM4. This indicates that NVIDIA’s aggressive upgrade plan for “Vera Rubin” is facing a setback, and the final performance will differ slightly.

Interestingly, NVIDIA’s initial target for the “Vera Rubin” VR200 NVL72 system was 13 TB/s in March 2025, which was later upgraded to 20.5 TB/s by September. At CES 2026, NVIDIA confirmed that the VR200 NVL72 system is now operating at 22 TB/s of bandwidth. Compared to AMD’s Instinct MI455X accelerator, which has 19.6 TB/s, NVIDIA initially had lower system bandwidth. They addressed this by using faster DRAM and improving interconnects between CPUs, GPUs, and the entire system. However, as memory makers like SK hynix and Samsung struggle to meet NVIDIA’s performance requirements, we will see HBM4 speeds of about 20 TB/s for the entire “Vera Rubin” system.

Additionally, Micron has reportedly fallen out of the equation to supply HBM4…