Rubin MP shipping in progress (maybe) Key focus on the four major Rubin manufacturers: DELL, HPE, Lenovo, SMCI Additionally, system verification for HBM4E is underway, mainly led by Samsung and SK hynix. Samsung's lab-level product testing results are better, with earlier sample deliveries. But SK hynix holds a stronger supply position: 'SK hynix announced on June 17 that it has delivered 12-layer HBM4E samples to major customers.' Research on HBM4E is on the way.