Nvidia Rubin GPU Faces Possible Delay As HBM4 Supply Falls Short, While Google TPU Demand Surges In Race For TSMC Capacity: Report

Benzinga_recent_news11:19

Nvidia's Blackwell successor, the Rubin GPU platform, is seeing downward revisions to wafer starts due to next-generation HBM4 memory supply coming in below expectations, Taiwan's Commercial Times ...

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below expectations, Taiwan's Commercial Times reported, citing supply chain sources.\nSuppliers are reportedly redesigning certain base-die components used in the memory stacks, a technical adjustment that could delay shipments by roughly one quarter.\nAs a result, Nvidia is said to be scaling back initial Rubin wafer production while increasing output of its current Blackwell GPUs instead of releasing manufacturing capacity.\nNvidia did not immediately respond to Benzinga's request for comments.\nAt the same time, cloud service providers are intensifying efforts to develop their own AI chips to reduce reliance on Nvidia.\nIndustry insiders say Google's growing chip demand could make it one of Taiwan Semiconductor Manufacturing Co.'s (NYSE:TSM) largest customers in the coming years.\nGoogle did not immediately respond to Benzinga's request for comments\nTo support surging AI demand, TSMC is expanding its advanced manufacturing capacity, including multiple new 2-nanometer fabrication plants scheduled to begin mass production in the near future.\nThe company is also reportedly increasing advanced packaging capacity, including CoWoS technology used in AI accelerators, to help ease bottlenecks as competition for semiconductor production intensifies.\nTSMC did not immediately respond to Benzinga's request for comments.\nPrice Action: Shares of Nvidia closed at $180.25, down 1.59% on Friday, with the stock edging slightly lower in after-hours trading to $180.20, down 0.029%, according to Benzinga Pro.\nBenzinga Edge Stock Rankings indicate that NVDA is showing weakness across the short, medium and long-term timeframes, while its Growth score stands in the 97th percentile.\nDisclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.\nPhoto courtesy: bluestork on Shutterstock.com\nTo add Benzinga News as your preferred source on Google, click 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