➀ SK hynix has achieved a 70% yield rate on its HBM4 12-Hi memory, which is set to be used in NVIDIA's upcoming Rubin R100 AI GPUs.
➁ The test yield is an indicator that can be used to make estimations on the actual future yield rate, with SK hynix aiming for a yield upwards and into the late 90% range.
➂ TSMC, as a key partner, is expected to expand its CoWoS advanced packaging capacity to handle the large Rubin chip demand.