Institution: Nvidia Rubin Expected to Still Use 12-High HBM4

After investigating recent rumors of reduced HBM capacity, Counterpoint Research predicts that most of the HBM4 used in Nvidia's next-generation AI platform "Rubin" will maintain a 12-layer configuration. Previously, industry insiders speculated that Nvidia had asked major HBM suppliers to reduce the number of stacked layers from 12 to 8. Some analysts even suggested that ASICs could be downgraded to 4 layers. However, Counterpoint Research analysis argues that in the field of AI computing, ensuring memory bandwidth and capacity is more important than reducing cost. They explained that HBM4 for the Rubin platform is in fact moving toward the 12-layer architecture, while 4-layer products have not been confirmed in the ASIC market yet.