Micron Technology Delivers HBM4 36GB 12H Memory to NVIDIA Vera Rubin Platforms While Launching PCIe Gen6 Storage and Expanding Global DRAM Production Capacity
The company Micron Technology has started HBM4 36GB 12H memory module shipments which they will deliver to their client NVIDIA Vera Rubin. The company launches its product when Micron experiences market growth which increased its valuation to 4948 billion after a stock price rise of 324 percent during the last twelve months. The company plans to establish a new DRAM production facility in Tongluo Taiwan which will begin construction work during the current fiscal year to handle its expanding operational demands.
The new HBM4 36GB 12H memory represents a significant leap over the previous HBM3E generation. Micron achievements allow the company to reach total bandwidth of 2.8 terabytes per second through its pin speeds which exceed 11 gigabits per second. The new system delivers 2.3 times more data transmission capacity than its predecessor while consuming 20 percent less energy.
Micron has started to deliver HBM4 48GB 16H modules as product samples to their customer base. The advanced packaging system increases capacity by 33 percent for each placement of the 16 die HBM stack when compared to the 12H version. The memory design takes into account direct collaboration with NVIDIA to create a system which allows compute resources to scale in unison with memory resources during AI processing.
A Micron facility produces high performance data center storage products which include HBM4 technology. The industry has seen its first PCIe Gen6 SSD with mass production through the launch of Micron 9650. The drive supports NVIDIA BlueField 4 STX architecture through its 28 GB/s continuous reading capability and 5.5 million IOPS random reading capability.
Micron has begun shipping its 192GB SOCAMM2 memory modules to customers. The modules enable standalone operation of Vera CPU platforms and Vera Rubin NVL72 systems through their memory capacity of 2TB and data transfer rate of 1.2 TB/s per CPU socket.
The technical achievements which led to major price target increases show analysts how to value these companies. The major firms have provided their latest updates which include the following information
- The RBC Capital investment firm raised its price target to 525 dollars.
- The TD Cowen investment firm raised its price target to 500 dollars while predicting earnings of 10.40 dollars per share for the February quarter.
- The Baird company established a 500 dollar price target after predicting DRAM prices would continue to increase until early 2026.
- At NVIDIA GTC 2026 Micron shows its complete HBM4 and Gen6 storage product line at booth 1407.
- The company provides essential memory and storage hardware which enables advanced AI compute clusters to reach their full performance potential.
