- Micron claims the bandwidth of 2.8 TB / S for HBM4, exceeding the baseline and the rivals of Jedec
- New generation memory samples shipped to customers, with HBM4E customization to come
- Micron’s HBM revenues reach an annualized execution rate of $ 8 billion as AI demand increases
Micron announced that he started to send samples of his new generation HBM4 memory, affirming the performance and efficiency of the statement of the industry.
Speaking during the recent call for results of the fourth quarter of 2025 of the company, the CEO of Micron, Sanjay Mehrotra, said that the modules reach more than 2.8 TB / s of bandwidth and pins greater than 11 Gbit / s.
This places them well in front of the official Jedec HBM4 specification of 2 TB / S and 8 Gbit / s.
Peak performance
“Micron’s 12-HIGH HBM4 remains on the right track to support customer platform ramps, even if the performance requirements for the HBM4 bandwidth and PIN speeds have increased,” Mehrotra told investors.
He added that the company’s approach offers “cutting-edge performance of the industry as well as the best energy efficiency in class”, citing the DRAM 1-GAMMMA of Micron, the basic internal CMOS base and packaging innovations as key differentiators.
Micron has also confirmed the plans for HBM4E, which will extend the design of the base with options for specific customization to the customer of the Die Logic.
“For HBM4E, Micron will offer standard products as well as the basic logic DIE option,” said Mehrotra.
“Personalization requires close collaboration with customers and we expect HBM4E with a personalized basic logic Die offers higher raw margins than standard HBM4E.”
Developed in collaboration with TSMC, technology will allow main customers such as NVIDIA and AMD to adapt accelerators with optimized memory stacks for lower latency and better package routing.
This would mark the first time that HBM has been delivered with a personalized basic matrix, a change that could change the way the accelerators are designed and differentiated.
In January 2025, the company announced its intention to take a larger tranche on the HBM market of $ 100 billion and it is a rapidly growing part of Micron’s activities.
The company indicated that large -band memory income had reached nearly $ 2 billion in the last quarter, an annualized rate of $ 8 billion.
With Samsung and SK Hynix which also advanced the development of HBM4, Micron has a claim to the head, at least in terms of gross bandwidth.
Mehrotra concluded the call for profits by reiterating the broader strategy of the company: “Micron has closed a record exercise with exceptional performances of the fourth quarter, highlighting our leadership in technology, products and operational execution,” he said.
Via Techpowerup
