NuAxiSemiconductor trade intelligence

Micron Confirms First-Quarter Shipments of HBM4 for Nvidia's Vera Rubin Platform

What happened

Micron confirms Q1 shipments of its 12-high 36GB HBM4 for Nvidia's Vera Rubin platform, achieving >11Gbps/pin and >2.8TB/s bandwidth. The company also began sampling a 16-high 48GB version and entered mass production of SOCAMM2 modules and PCIe Gen6 SSDs. Neutral: This is a product launch confirmation and technology roadmap update with no immediate, direct impact on spot market pricing or supply.

Impact and signal

Low impactImpact score: 25/100

Affected components and suppliers

HBM4LPDDR5XPCIe Gen6 SSD

Micron Technology Inc.Nvidia Corp.

hbmai-memorydata-center

Source and time

Source: The Elec · 3/18/2026 · View original source

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Micron Confirms First-Quarter Shipments of HBM4 for Nvidia's Vera Rubin Platform

What happened

Impact and signal

Affected components and suppliers

Source and time

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