Nvidia's Vera Rubin enters full production, igniting Micron's HBM4 capacity bet for 2026

Digitimes
Jan 7, 2026, 8:00 am139 pts
When Nvidia CEO Jensen Huang confirmed at CES 2026 that its next-generation AI processor, Vera Rubin, had entered full production, the message to the memory industry was immediate. The move effectively ignited a new competitive cycle in sixth-generation high-bandwidth memory (HBM4), as suppliers race to lock in…

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