@zephyr_z9 (22 likes) said SK Hynix delayed the Rubin ramp because Advanced MR MUF “still has a lot of issues,” and that the company has been struggling with HBM4 yields for over a year. In an earlier post (65 likes), he pushed back on Shanghai rumors that...
VQV Signal
Chip watcher: Hynix’s HBM4 yields are still shaky, and server lead times rose in October
@zephyr_z9 (22 likes) said SK Hynix delayed the Rubin ramp because Advanced MR MUF “still has a lot of issues,” and that the company has been struggling with HBM4 yields for over a year. In an earlier post (65 likes), he pushed back on Shanghai rumors that...
@zephyr_z9 (22 likes) said SK Hynix delayed the Rubin ramp because Advanced MR MUF “still has a lot of issues,” and that the company has been struggling with HBM4 yields for over a year. In an earlier post (65 likes), he pushed back on Shanghai rumors that supply chains were cutting orders and ODMs were piling up...
Hardware and robotics watchers may want to track whether this becomes a product, benchmark, or deployment signal.
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