Micron president and CEO Sanjay Mehrotra said the company has begun shipping HBM4 12‑Hi samples clocking in at over 11 Gbps pin speeds and 2.8 TB/s of bandwidth. Micron reckons this is the fastest HBM4 solution shipping, and it’s pretty pleased with itself.
“We believe Micron Technology’s HBM4 outperforms all competing HBM4 products, delivering industry-leading performance as well as best-in-class power efficiency,” Mehrotra said. He credited Micron's 1‑gamma DRAM process, in-house CMOS base die and advanced packaging for the win.
For the next-gen HBM4E, Micron is pulling in TSMC to manufacture the base logic die, both for standard and customised variants. That’s a shift away from its full in-house stack with HBM4, and one that seems aimed at better tailoring for customer-specific needs.
Micron expects HBM4E to land as a proper 2027 product, with the usual “collaboration” waffle thrown in.
“Customisation requires close collaboration with customers, and we expect HBM4E with customised base logic dies to deliver higher gross margins than standard HBM4E,” Mehrotra said.
The firm says it’s nailed down most of its HBM3E supply deals through 2026 and is closing in on agreements for the rest of its HBM stock for that year. Meanwhile, discussions on HBM4 are ongoing, with the usual hint that everything will be sewn up soon.
Micron boasted about its exclusive tie-up with Nvidia on LPDDR memory for data centres. Apparently, since Nvidia’s launch of LPDRAM in their GB product family, Micron has had the data centre LPDRAM space all to itself.
The company is now shipping 32 Gbps GDDR7 memory and plans to hit 40 Gbps in future updates. Given that Nvidia is the only GPU maker currently on GDDR7, it looks like Micron is hitching its performance wagon firmly to Jensen’s horse.
Behind the scenes, the 1‑gamma DRAM node is humming along nicely, hitting yield maturity 50 per cent faster than the previous generation. G9 NAND is also moving, with TLC and QLC ramps happening in sync.
Micron claims to be first to market with PCIe Gen6 SSDs for data centres and will keep slinging new flash and DRAM products as it leans harder into high-end memory and storage.
