---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000845107.md"
description: "Fubon Securities: NvidiaChip Output Forecast & Adjustments> Rubin Ultra Adjustments: Following NVIDIA's cancellation or push-out of its Kyber rack and four-compute die Rubin Ultra GPU, the interposer size is now expected to see only a minor increase compared to Rubin.> Interposer Estimates: The model estimates 12 interposers per CoWoS wafer for Rubin and 10 for Rubin Ultra.> Total Chip Output: NVIDIA's total chip output is projected to increase to 12.4 million in 2027, up from 8.2 million in 2026.> Short-Term Volume Revisions: Rubin's volume forecast for the short-term has been revised down to around 1 million due to earlier thermal design changes and production push-outs.> Overall 2026 Output: Higher Blackwell volume in 3Q26 keeps the 2026 CoWoS chip output forecast largely unchanged.> Supply Chain Impact: Production delays in Rubin negatively impact suppliers with higher dollar content; for example, KYEC revised its 2026 full-year guidance down to the high 30s from 40%.BOM Cost & Pricing Estimates> HBM4 Cost Increases: NVIDIA's HBM 4 cost is projected to rise to $31–32 per GB (up from $17–18 per GB for HBM 3e in 2026).> GPU Pricing: NVIDIA's Rubin GPU price is expected to skyrocket to $78–80K, assuming NVIDIA maintains a gross margin (GM) of 75–80% on chips.> ASIC & Other Projects: HBM costs for other GPUs and custom-ASIC projects are expected to reach $35–36 per GB, effectively doubling HBM costs by 2027.$NVIDIA(NVDA.US) $Meta Platforms(META.US) $Microsoft(MSFT.US) $Alphabet(GOOGL.US) $Amazon(AMZN.US)"
datetime: "2026-08-09T13:46:43.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000845107.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000845107.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000845107.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
generator: "portal-rs"
---

# Fubon Securities: NvidiaChip Output Forecast &…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**