Micron Technology’s latest high-bandwidth memory chip is scaling production at roughly double the speed of the generation before it.
The company’s HBM4, its sixth-generation high-bandwidth memory product, began volume shipments in March 2026 for Nvidia’s Vera Rubin AI platform. Micron has already fully allocated its entire calendar year 2026 HBM supply, including HBM4.
The numbers behind the ramp
Manish Bhatia, Micron’s Executive Vice President of Global Operations, laid out the HBM4 progress during a J.P. Morgan investor conference on May 20, 2026. The core claim: HBM4 is ramping at approximately twice the speed of the 12-high HBM3E generation, with yields improving faster than expected.
Bhatia attributed the acceleration to three factors: operational learnings carried forward from earlier production cycles, design simplifications baked into the HBM4 architecture, and supply chain optimizations that reduced bottlenecks.
