Please note that this post is tagged as a rumor .
Next-Gen Gaudi successor to use HBM4E
Leaker claims Intel Jaguar Shores may jump to HBM4E, not HBM4
Intel’s next data center accelerator platform, Jaguar Shores, may end up using HBM4E, based on a new claim from Intel-focused leaker Bionic_Squash. The claim that Jaguar Shores will use HBM4E, which suggests Intel could be targeting a later launch window, potentially closer to (mid) 2027 based on when HBM4E is expected to ramp.
That would be a change from what was reported around the Intel AI Summit Seoul in July 2025. At the time, Jaguar Shores was linked to SK hynix HBM4, with reporting pointing to a 2026 timeframe.
Jaguar is HBM4E
— Bionic_Squash (@SquashBionic) December 28, 2025
Intel’s data-center AI accelerator roadmap has been bumpy (to say the least). HBM4E is expected to be a later step in the HBM4 generation, with higher performance targets and room for more customization at the base die level. Memory industry reporting has tied HBM4E to the highest-end accelerator roadmaps, including NVIDIA Rubin Ultra era systems and next-gen AMD Instinct series.
SK hynix has also talked about “custom HBM4E” geared to customer requirements, naming NVIDIA, Broadcom, and AMD among them. I do not recall them mentioning Intel, though. That lines up with HBM4E being aimed at top-tier AI GPUs and custom AI ASIC programs.
For Intel, the timing matters because Jaguar Shores is the follow-up after Falcon Shores was shelved as a market product , and before it, Rialto Bridge. Intel said Falcon Shores would stay as an internal test chip, while the company shifts to a rack-scale approach with Jaguar Shores. If Jaguar Shores really slips toward late 2027, it risks arriving after customers have already standardized on competing platforms for another deployment cycle.
Source: Bionic_Squash
