NVIDIA’s Rubin AI Chip Ramp Hits Fresh Snag as HBM4 Memory Crunch Clouds 2026
Santa Clara, California, April 9, 2026, 04:13 PDT. Nvidia’s next chip rollout may hit a snag. TrendForce, citing HBM4 qualification issues, higher cooling needs, and a shift in networking, said on April 8 that Rubin AI processor shipments might slip, pushing a larger chunk of this year’s output onto the Blackwell lineup. Blackwell could now represent over 70% of Nvidia’s high-end GPU shipments in 2026, up from earlier expectations, while Rubin’s projected share drops to 22%, down from 29%.