NuAxiSemiconductor trade intelligence
Micron in volume production of HBM4 for Vera Rubin
What happened
Micron has begun volume shipment of its 36GB HBM4 memory for NVIDIA's Vera Rubin platform, alongside sampling a 48GB variant. The company also announced high-volume production of SOCAMM2 memory and Gen6 SSDs (9650, 7600, 9550) optimized for NVIDIA systems. Neutral: This is a product launch confirming Micron's position in the NVIDIA supply chain, but it does not indicate a change in supply, demand, or pricing for existing components.
Impact and signal
Low impactImpact score: 25/100
Affected components and suppliers
HBM4SSD
Source and time
Source: Electronics Weekly · 3/17/2026 · View original source
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