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$MU enters high-volume production of HBM4 for NVIDIA Vera Rubin
Micron said it has started volume shipments of its 36GB 12-high HBM4 in the first quarter of 2026, and the product is designed for NVIDIA Vera Rubin systems
The company says the chip delivers over 11 Gb/s pin speed, more than 2.8 TB/s of bandwidth, around 2.3x the bandwidth of HBM3E, and over 20% better power efficiency
Micron also said it has shipped samples of its 48GB 16-high HBM4, which increases capacity per HBM placement by 33% versus the 36GB 12-high version
Beyond HBM, Micron said its 192GB SOCAMM2 is now in high-volume production. It is designed for NVIDIA Vera Rubin NVL72 systems and standalone NVIDIA Vera CPU platforms, enabling up to 2TB of memory and 1.2 TB/s of bandwidth per CPU
Micron also said it is the first company to mass-produce a PCIe Gen6 data center SSD. Its Micron 9650 is built for AI training and inference workloads, supports up to 28 GB/s sequential read throughput and 5.5 million random read IOPS, and is optimized for NVIDIA BlueField-4 STX architecture. The company says it offers up to 2x the read performance of Gen5 and 100% higher performance per watt