Citrini and SemiAnalysis have renewed a public dispute over claims about Nvidia’s Rubin Ultra high-bandwidth memory (HBM) specifications and related reporting.
According to Odaily, Citrini researcher Zephyr cited information claiming Rubin Ultra HBM performance has effectively been reduced to a 12-Hi level and that the product has not yet begun using hybrid bonding technology. Zephyr also said Rubin Ultra would not use 16-Hi chips in 2027, adding that hybrid bonding remains expensive for HBM due to low yields.
Zephyr said BESI’s near-term advantage is tied to TSMC’s use of hybrid bonding in chip manufacturing and packaging to integrate EIC and PIC, which he said improves the production efficiency of co-packaged optics (CPO). In a comment, Citrini researcher Jukan linked a related post and said he had previously raised the point in April.
SemiAnalysis founder Dylan Patel reposted a Discord screenshot and said that in March, clients using SemiAnalysis Memory and Accelerator models had already been informed that Rubin Ultra 16-Hi would be replaced by a 12-Hi version.
Odaily also reported that Jukan had previously cited information claiming Nvidia planned to significantly cut next-generation rack memory configurations, after which U.S. and South Korean memory-related stocks fell. Patel later said that earlier report was taken out of context and was overly sensationalized.
AI TRENDS | Citrini and SemiAnalysis Dispute Claims About Nvidia Rubin Ultra HBM Specifications
2026-06-21 07:23:43
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