Over a year ago, industry moles started chattering about a potential "late 2025" launch of NVIDIA "Rubin" AI accelerators/ GPUs. According to older rumors, one of the successors to current-gen "Blackwell" hardware could debut in chiplet-based "R100" form. Weeks ahead of Christmas 2024, Taiwanese insider reports pointed to Team Green's development of the "Rubin" AI project being sixth months ahead of schedule. Despite this extra positive outlook, experts surmised that the North American giant would not be rushing out shiny new options—especially with the recent arrival of "Blackwell Ultra" products. A lot of leaks seem to be coming from sources at (or adjacent to) TSMC.

Taiwan's top foundry service is reportedly in the "Rubin" equation; with a 3 nm (N3P) node process and CoWoS-L packaging linked to "R100." According to local murmurs, the final "taping out"—of Rubin GPUs and Vera CPUs—is due for completion this month. Trial production is expected run throughout the summer, with initial samples being ready for distribution by September. According to a fresh Ctee TW news report, unnamed supply chain participants reckon that NVIDIA's "new chip development schedule is smoother than before, and mass production (of Rubin and Vera chips) will begin as early as 2026." In theory, the first publicly exhibited final examples could turn up at CES 2026.