- Micron Technology has begun volume shipments of its new HBM4 memory, designed for NVIDIA‘s Vera Rubin AI chips, in Q1 2026.
- The HBM4 offers over 2.8 TB/s bandwidth and 11 Gb/s pin speed, a major leap over the previous generation.
- The company also plans a second Taiwan manufacturing facility to boost production of advanced DRAM for AI systems.
- Wall Street expects Micron‘s Q2 2026 revenue to soar 139% to $19.1 billion, according to data from Fiscal.ai.
Micron Technology Inc. announced volume shipments of its next-generation HBM4 memory for AI systems, sending its stock up about 1% in extended trading Monday. The memory is specifically designed for Nvidia‘s forthcoming Vera Rubin platform and began shipping in the first quarter of 2026.
Consequently, this positions Micron at the forefront of the high-performance memory market fueling Artificial Intelligence. “Our close collaboration with NVIDIA ensures that compute and memory are designed to scale together from day one,” said executive vice president Sumit Sadana.
The newly unveiled HBM4 product promises significantly faster data speeds and higher capacity. It delivers over 2.8 TB/s bandwidth, which is about 2.3 times higher than its HBM3E predecessor with over 20% better power efficiency.
Meanwhile, the company is expanding its manufacturing footprint to meet soaring demand. Earlier on Monday, Micron revealed plans to build a second facility at its recently acquired Tongluo site in Taiwan.
The new facility will add roughly 270,000 square feet of cleanroom space to the existing site. Micron expects meaningful shipments from the expanded site to begin in fiscal 2028.
This expansion comes ahead of the company’s second-quarter 2026 earnings report, slated for Wednesday. Analysts project a massive 139% year-over-year revenue jump to $19.1 billion for the quarter.
Retail investor sentiment on platforms like Stocktwits shifted from neutral to bullish amid high message volume. Shares of Micron have surged more than 328% over the past year.
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