- Micron claims 2.8TB/s bandwidth to HBM4 that surpasses Jedec -Baseline and Rivals
- Samples of the next gene memory sent to customers, with HBM4E adaptation ahead
- Micron’s HBM turnover grows to $ 8 billion annual driving rate when AI demand rises
Micron has announced that it has begun to send samples of its next generation of HBM4 memory and claims industrial-leading performance and efficiency.
Micron CEO Sanjay Mehrotra said the modules achieve more than 2.8 TB/S bandwidth and rigid speeds over 11 Gbps above 11 Gbps over 11 Gbps over 11 Gbps over 11 Gbps over 11 Gbps over 11 Gbps over 11 Gbps.
This places them far ahead of the official JEDEC HBM4 specification of 2TB/s and 8 Gbps.
Industry-leading performance
“Micron’s HBM4 12-high residue on the field to support customer platform ramps, although the benefits of HBM4-bandwidth and PIN speeds have risen,” Mehrotra told investors.
He added the company’s approach delivers “industry-leading performance as well as best in the class of power efficiency”, citing Micron’s 1-Gamma dram, internal CMOS-Base Die and packaging of innovations and key differences.
Micron also confirmed plans for HBM4E, which will expand the basic design with options for customer -specific adaptation of the logic.
“For HBM4E, Micron will offer standard products as well as the possibility of adapting the base logic,” said Mehrotra.
“Adaptation requires close cooperation with the customers, and we expect HBM4E with customized base logic to die to deliver higher gross margins than standard HBM4E.”
The technology is developed in collaboration with TSMC and allows large customers such as NVIDIA and AMD to tailor accelerators with memory stacks that are optimized for lower latency and better package derision.
This would mark the first time HBM comes with a custom base die, a shift that can change how accelerators are designed and differentiated.
Back in January 2025, the company announced plans to take a larger sample of the $ 100 billion HBM market, which is a fast-growing part of Micron’s business.
The company reported that high -bandwidth memory revenue reached nearly $ 2 billion in its last quarter, an annual rate of $ 8 billion.
With Samsung and SK Hynix, which also promotes HBM4 development, Micron sets a claim to the lead, at least in terms of raw bandwidth.
Mehrotra concluded the earnings call by repeating the company wider strategy: “Micron closed a record-breaking financial year with unique Q4 performance, which emphasized our leadership in technology, products and operational execution,” he said.
Via TechPowerup
