- Micron claims 2.8TB/s bandwidth for HBM4, surpassing JEDEC baseline and rivals
- Samples of next-gen reminiscence shipped to clients, with HBM4E customization forward
- Micron’s HBM income grows to $8 billion annualized run fee as AI demand rises
Micron has introduced it has begun delivery samples of its next-generation HBM4 reminiscence, claiming industry-leading efficiency and effectivity.
Talking through the firm’s latest This autumn 2025 earnings name, Micron CEO Sanjay Mehrotra stated the modules obtain greater than 2.8TB/s of bandwidth and pin speeds above 11Gbps.
This locations them effectively forward of the official JEDEC HBM4 specification of 2TB/s and 8Gbps.
Business-leading efficiency
“Micron’s HBM4 12-high stays on monitor to assist buyer platform ramps, even because the efficiency necessities for HBM4 bandwidth and pin speeds have elevated,” Mehrotra informed traders.
He added the corporate’s method delivers “industry-leading efficiency in addition to best-in-class energy effectivity,” citing Micron’s 1-gamma DRAM, in-house CMOS base die, and packaging improvements as key differentiators.
Micron additionally confirmed plans for HBM4E, which is able to lengthen the bottom design with choices for customer-specific customization of the logic die.
“For HBM4E, Micron will provide customary merchandise in addition to the choice for personalisation of the bottom logic die,” Mehrotra stated.
“Customization requires shut collaboration with clients and we anticipate HBM4E with personalized base logic die to ship larger gross margins than customary HBM4E.”
Developed in collaboration with TSMC, the expertise will enable main clients reminiscent of Nvidia and AMD to tailor accelerators with reminiscence stacks optimized for decrease latency and higher packet routing.
This is able to mark the primary time HBM is delivered with a customized base die, a shift that would change how accelerators are designed and differentiated.
Again in January 2025, the agency introduced plans to take a much bigger slice of the $100 billion HBM market and it’s a fast-growing a part of Micron’s enterprise.
The corporate reported that high-bandwidth reminiscence income reached almost $2 billion in its newest quarter, an annualized fee of $8 billion.
With Samsung and SK Hynix additionally advancing HBM4 improvement, Micron is staking a declare to the lead, a minimum of by way of uncooked bandwidth.
Mehrotra concluded the earnings name by reiterating the corporate broader technique: “Micron closed out a record-breaking fiscal 12 months with distinctive This autumn efficiency, underscoring our management in expertise, merchandise, and operational execution,” he stated.
Through TechPowerUp
