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SK hynix delays hybrid bonding for HBM until HBM5, cites 775-micron package limit

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GoKawiil Brief

At Hot Chips 2026, SK hynix's Jaesik Lee said hybrid bonding won't be ready in time for HBM4E and will instead debut with HBM5, as current HBM4 packages are already constrained by a 775-micron thickness ceiling matching standard logic wafers. To keep scaling within that limit, 16-Hi HBM4 stacks now use dies thinned to about 50 microns with half the interlayer gap of 12-Hi designs, while SK hynix continues using its existing MR-MUF bonding method through upcoming Nvidia Rubin-generation products.

Why It Matters

GoKawiil's interpretation of the reporting above, not reported fact.

The delay shows that even leading memory makers are running into physical packaging limits as AI chips demand ever-taller, faster HBM stacks, meaning thermal and mechanical engineering—not just process nodes—will decide how fast AI memory bandwidth can grow. It also signals that Nvidia's near-term GPU roadmap, including Rubin, will rely on incremental improvements to proven bonding techniques rather than a leap to hybrid bonding.

Key Takeaways
Worth a Look

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Source: tomshardware.com — Luke James, 2026-08-24

Published there as: “Hot Chips 2026: SK hynix pushes hybrid bonding to HBM5 as AI memory hits 775-micron ceiling — firm extends MR-MUF through Nvidia Rubin”

Read the original report → The summary and analysis above are GoKawiil's own, written from reporting by the source above. Facts and quotes belong to the original publisher.