Micron delivers HBM4 samples to multiple customers, plans volume production in 2026.

Micron delivers HBM4 samples to multiple customers, plans volume production in 2026.

Micron Technology, Inc. (Nasdaq: MU), a leading semiconductor manufacturer, has announced the shipment of HBM4 36GB 12-high samples to multiple key customers. This marks a significant milestone in the company's ongoing efforts to advance high-performance memory solutions for data centers and cloud AI acceleration [1].

The HBM4 36GB 12-high products are designed to lead the industry in power efficiency, a critical factor in supporting the growing demands of AI training and inference workloads. Built on Micron's well-established 1ß (1-beta) DRAM process, proven 12-high advanced packaging technology, and highly capable memory built-in self-test (MBIST) feature, HBM4 offers seamless integration for customers and partners developing next-generation AI platforms [1].

Micron HBM4 features a 2048-bit interface, achieving speeds greater than 2.0 TB/s per memory stack and more than 60% better performance compared to the previous generation. This expanded interface facilitates rapid communication and high-throughput design, which accelerates the inference performance of large language models and chain-of-thought reasoning systems [1].

Moreover, HBM4 offers over 20% better power efficiency compared to Micron's previous-generation HBM3E products, providing maximum throughput with the lowest power consumption to maximize data center efficiency [1].

The company plans to ramp HBM4 in calendar year 2026, aligning with the ramp of customers' next-generation AI platforms. This strategic move underscores Micron's commitment to driving innovation in AI memory and storage solutions [1].

Micron's latest financial results also highlight the company's strong execution and strategic positioning in high-growth memory markets. The company reported record revenue of $9.3 billion for its fiscal third quarter 2025, with AI-related memory products driving significant growth [2]. The company's stock has shown remarkable strength over the past year, trading well above its 52-week low of $61.54 [2].

Micron's continued investment in advanced memory technologies and strategic initiatives, including its 1-gamma DRAM technology node, positions the company well for continued strong performance in the memory market [2].

References:
[1] http://www.ninjalane.com/n8962/Micron-Ships-HBM4-to-Key-Customers-to-Power-Next-Gen-AI-Platforms
[2] https://www.investing.com/news/company-news/micron-fq3-2025-slides-record-revenue-hits-93b-ai-drives-strong-outlook-93CH-4111336