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部位角色機型證據
HBM4
晶片與封測		2026-02 出貨 HBM4，2026-08 良率傳約八成量產VR200 NVL72、HGX RUBIN NVL8、NVL144 CPX、KYBER · RUBIN ULTRA
官方
  1. Samsung Ships Industry-First Commercial HBM4 With Ultimate Performance for AI ComputingSamsung Newsroom・2026-02-12・公司
  2. Nvidia Vera Rubin HBM4: Jensen Huang Confirms All Three Suppliers in Production for Q3 ShipTech Times・2026-06-05・官方・引述黃仁勳發言
  3. [News] Samsung’s HBM4 Yield Reportedly Hits 80% as HBM Race Heats Up, SK hynix Labor Talks Add a TwistTrendForce・2026-08-10・媒體・引述韓國《首爾經濟日報》

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來源（4）

  1. [News] Samsung’s HBM4 Yield Reportedly Hits 80% as HBM Race Heats Up, SK hynix Labor Talks Add a Twist TrendForce・2026-08-10・媒體・引述韓國《首爾經濟日報》
  2. Nvidia Vera Rubin HBM4: Jensen Huang Confirms All Three Suppliers in Production for Q3 Ship Tech Times・2026-06-05・官方・引述黃仁勳發言
  3. Nvidia Vera Rubin HBM4: Jensen Huang Confirms All Three Suppliers in Production for Q3 Ship Tech Times・2026-06-05・媒體・同 techtimes-2026-06-05-hbm4 一文；此筆只用於文中未具名產業分析師的份額估計，NVIDIA 未公布配比
  4. Samsung Ships Industry-First Commercial HBM4 With Ultimate Performance for AI Computing Samsung Newsroom・2026-02-12・公司