Micron Starts Volume Production of HBM4 36GB Chips With 2.3× Bandwidth Boost
Micron has started high-volume production of its HBM4 36GB 12H memory delivering 2.3× bandwidth and 20% better power efficiency than HBM3E, and is shipping a 48GB 16H variant with 33% more capacity. The company also began volume output of PCIe Gen6 SSDs and 192GB SOCAMM2 memory for next-generation AI systems.
1. HBM4 High-Volume Production Launch
Micron has commenced high-volume manufacturing of its HBM4 36GB 12H memory tailored for Nvidia’s Vera Rubin AI platform, achieving roughly 2.3× higher bandwidth and 20% improved power efficiency over its HBM3E predecessor. The company also initiated sample shipments of a 48GB 16H variant offering about 33% increased capacity per placement.
2. Expanded AI Memory and Storage Ramps
In parallel, Micron ramped volume production of PCIe Gen6 data center SSDs and 192GB SOCAMM2 memory modules, both engineered to meet the bandwidth and efficiency demands of next-generation AI workloads. These launches represent Micron’s first Gen6 SSD and SOCAMM2 AI-focused shipments.
3. Strategic AI Market Impact
The expanded AI product lineup positions Micron to capture rising demand for high-bandwidth, power-efficient memory and storage in hyperscale and enterprise AI deployments, potentially boosting data center revenue in upcoming quarters.