India, Aug. 12 -- According to TrendForce's latest memory industry research, DRAM supply will remain tight through 2027, and uncertainty persists over memory suppliers' HBM4e validation timelines. Together, these constraints are prompting AI chip vendors to scale back the HBM configurations of their next-generation products.

Since the third quarter of 2026, NVIDIA has begun expanding its evaluation of the Rubin Ultra's HBM configuration beyond its original 12-Hi HBM4e design to include 8-Hi HBM4e, 12-Hi HBM4, and 8-Hi HBM4 alternatives. The final specification has yet to be determined. In addition to NVIDIA, several CSPs are also evaluating lower HBM capacities for their next-gen in-house AI ASICs.

TrendForce notes that recent memory sh...