Micron (MU.US) officially announces the mass production of HBM4, partnering with NVIDIA (NVDA.US) to secure a first-mover advantage with the Vera Rubin platform.

According to Cailian Press Finance APP, against the backdrop of continuous explosive growth in AI computing power demand, NVIDIA GTC 2026 once again became a global semiconductor industry benchmark. The statement made by memory giant Micron Technology (MU.US) at this event undoubtedly injected new variables into the high-performance storage market competition. Not only did Micron officially confirm at the venue that NVIDIA’s next-generation Vera Rubin AI platform will mass-produce high-performance HBM4 memory, but it also showcased its indispensable ecological position in the computing supply chain through the implementation of its full-stack storage solutions.

The 36GB 12-Hi HBM4 memory produced by Micron this time not only achieved an astonishing bandwidth of over 2.8 TB/s but also improved energy efficiency by more than 20% compared to the previous generation, which is crucial for solving the “power consumption wall” in large-scale model training. Of particular market interest, Micron’s management explicitly stated on-site that the company’s HBM capacity for 2026 is nearly sold out, with most orders already signed under legally binding long-term procurement agreements.

This highly locked-in order situation marks a complete transformation of the HBM market from traditional cyclical spot trading to a deeply integrated model based on customized technological collaboration. As the only major HBM supplier in the United States, Micron’s strategic premium is accelerating its release.

To maintain its technological lead, Micron has not stopped at mass production of 12-layer stacks. The company announced that it has begun delivering more disruptive 48GB 16-Hi HBM4 samples to core customers, with single-chip capacity increased by 33% compared to current mass-produced versions, aiming to provide stronger memory redundancy for future upgrades of the Vera Rubin platform. Meanwhile, Micron is actively advancing the development of the next-generation HBM4E, which is expected to enter sampling in the second half of 2026.

In addition to continuous efforts in memory, Micron’s system-level storage collaboration capabilities demonstrated during GTC are equally impressive. The industry’s first mass-produced PCIe 6.0 data center SSD (Micron 9650), with a sequential read speed of 28 GB/s, set a new industry record. Coupled with the 192GB SOCAMM2 memory module designed specifically for Vera CPU, Micron is building a complete storage loop covering GPU memory, system memory, and cache.

This full-stack supply capability not only optimizes the overall operational efficiency of large-scale systems like NVIDIA NVL72 but also enhances inference response speed for intelligent agents (Agentic AI), thereby gaining broader influence in the high-performance computing market.

From the perspective of industry competition, Micron’s high-profile announcement of mass production carries significant strategic importance. Early 2026 market rumors suggested that Micron lagged behind SK Hynix and Samsung in HBM4 R&D progress, with some reports claiming its market share would be divided among major competitors. However, Micron’s actual mass shipments strongly countered these doubts, proving that it has re-entered the industry’s leading ranks in advanced process and packaging technology.

Analysts point out that as HBM4 contributes substantial revenue in fiscal year 2026, Micron’s gross margin and profitability are expected to further recover. Currently, the global three major memory giants are engaged in a fierce competition in the HBM4 arena, and Micron’s breakthrough on NVIDIA’s Vera Rubin platform has given it an early advantage in future market share battles.

“The next era of artificial intelligence will be defined by deeply integrated platforms developed through joint engineering innovation across the entire ecosystem,” emphasized Sumit Sadana, Executive Vice President and Chief Business Officer of Micron Technology. “Our close collaboration with NVIDIA ensures that computing and memory are synergistically scaled from the design stage.”

He further added, “With the large-scale production of HBM4 36GB 12H, the industry’s first SOCAMM2, and Gen6 SSD, Micron is building the core infrastructure to unleash the full potential of the next generation of AI.”

As of Tuesday’s close, Micron’s stock price rose 4.5%, continuing its upward trend in after-hours trading with an additional 2.21%, ultimately closing at $471.97.