- US semiconductor giant reveals HBM4 product launch in 2026, followed by HBM4E
- They are likely to be used by Nvidia’s Rubin R100 GPU and AMD’s successor to the Instinct MI400x.
- Micron is late to a crowded market that has SK Hynix in the lead
Micron has revealed new steps in its plan to capture a significant share of the rapidly expanding high-bandwidth memory market.
The US semiconductor giant revealed during its fiscal first quarter 2025 earnings call that it plans to introduce HBM4 memory products in 2026, followed by HBM4E in 2027/2028 with 64GB and 2TBps parts designed for advanced data center applications. and artificial intelligence.
Highlighting the growing importance of HBM in the company’s plans, Sanjay Mehrotra, President and CEO of Micron, said: “The HBM market will show strong growth in the coming years. In 2028, we expect the total addressable market (TAM) ) of HBM will grow four times from the level of 16 billion dollars in 2024 and will exceed 100 billion dollars in 2030. Our TAM forecast for HBM in 2030 would be larger than the size of the entire DRAM industry, including HBM, in calendar 2024.”
Coming to a flagship GPU
Mehrotra expressed his excitement for its next-generation HBM, adding: “Leveraging the strong foundation and continued investments in proven 1β process technology, we expect Micron’s HBM4 to maintain time-to-market and energy efficiency leadership, while increase performance by more than 50% compared to HBM3E.”
The HBM4E version, expected to arrive in late 2027, will include a customizable logic base that uses advanced manufacturing technology from TSMC. This design feature will allow certain customers to modify the logic layer to better suit their needs, with the goal of improving performance and efficiency.
The upcoming memory solutions are expected to be used in flagship GPUs such as Nvidia’s Rubin R100 and the successor to AMD’s Instinct MI400x. Micron has already demonstrated traction in the market with its HBM3E technology. “We are proud to share that Micron’s HBM3E 8H is designed for Nvidia’s Blackwell B200 and GB200 platforms,” Mehrotra said during the call.
While Micron is relatively new to the HBM space, which is currently dominated by South Korean memory giant SK Hynix, and its neighbor and main rival Samsung, the company remains optimistic about its competitive positioning.
“Building on our customers’ design successes and success in establishing deep partnerships with customers, industry enablers and key technology partners like TSMC, we expect to be a leading HBM supplier, with the strongest technology roadmap, reliable, industry-leading track record of execution,” Mehrotra said.
