Micron Technology announced at recently held NVIDIA GTC 2026 that it has begun high-volume shipment of its HBM4 36GB 12H memory in the first quarter of calendar year 2026. This product is designed for the NVIDIA Vera Rubin platform. It achieves pin speeds exceeding 11 Gb/s, delivering bandwidth greater than 2.8 TB/s, a 2.3 times increase over Micron's HBM3E along with more than 20% improvement in power efficiency.
Micron has also shipped samples of a higher-capacity HBM4 48GB 16H version to customers, which provides a 33% increase in capacity per HBM placement compared to the 36GB 12H version through advanced packaging with 16 die stacks.
In addition, Micron has entered high-volume production of the industry's first PCIe Gen6 data center SSD, the Micron 9650. This SSD is optimized for energy efficiency and liquid-cooled environments, and is designed for agentic AI workloads on the NVIDIA BlueField-4 STX architecture. It delivers up to 28 GB/s sequential read throughput and 5.5 million random read IOPS, providing up to two times the read performance of Gen5 SSDs at 100% higher performance per watt. Micron also offers PCIe Gen5 SSDs, including the 7600 and 9550 models, for additional design options.
Micron's 192GB SOCAMM2 memory module is now in high-volume production as part of a broader SOCAMM2 portfolio ranging from 48GB to 256GB capacities. These modules are designed for NVIDIA Vera Rubin NVL72 systems and standalone NVIDIA Vera CPU platforms, supporting up to 2TB of memory and 1.2 TB/s of bandwidth per CPU. They target low-power, high-capacity requirements for AI and HPC workloads.
Sumit Sadana, executive vice president and chief business officer at Micron Technology, stated that the next era of AI involves tightly integrated platforms through joint engineering across the ecosystem, with close collaboration with NVIDIA to align compute and memory scaling from the start. He noted that Micron's HBM4 serves as a key component for bandwidth, capacity, and power efficiency, complemented by the SOCAMM2 and Gen6 SSD in production.
