Micron (MU) has begun volume shipment of its HBM4 36GB 12H in the first quarter of calendar year 2026 and is designed for Nvidia (NVDA) Vera Rubin. With HBM4, Micron achieves over 11 Gb/s pin speeds, enabling a bandwidth greater than 2.8 TB/s, representing a 2.3 times bandwidth and greater than 20% power efficiency improvement over its HBM3E. The company said, “Looking towards further HBM cube capacity expansion, Micron has demonstrated advanced packaging capability of stacking 16 die of HBM by shipping samples of HBM4 48GB 16H to customers. This milestone delivers a 33% increase in capacity per HBM placement compared to the HBM4 36GB 12H offering.”
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