NuAxiSemiconductor trade intelligence

Micron begins volume shipment of HBM4 36GB 12H

What happened

Micron has begun volume shipments of its HBM4 36GB 12H product in Q1 2026, designed for Nvidia's Vera Rubin platform, offering over 2.8 TB/s bandwidth and >20% power efficiency improvement over HBM3E. The company also demonstrated a 48GB 16H stack, indicating future capacity expansion. This is a technology milestone with no immediate, direct impact on spot market pricing or supply.

Impact and signal

Low impactImpact score: 25/100

Affected components and suppliers

HBM4

Micron Technology

hbmai-memorynext-gen

Source and time

Source: Evertiq · 4/5/2026 · View original source

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Micron begins volume shipment of HBM4 36GB 12H

What happened

Impact and signal

Affected components and suppliers

Source and time

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