Micron denies reports that its HBM4 is lacking demand from Nvidia—mass production is scheduled for this quarter

Brief Summary

*Micron Technology is strengthening its position in HBM4 memory supply for Nvidia, while also expanding chip packaging production capacity.*

1. What’s happening with HBM4
- New delivery timelines.

At the start of this quarter Micron begins mass deliveries of HBM4 chips, ahead of the originally scheduled second quarter of 2023.

- Data transfer rate.

The company announced that its HBM4 reaches speeds over 11 Gb/s – the highest on the market, although Samsung is already attempting to surpass its leadership.

2. How Nvidia’s supply is distributed
Supplier Share of Supply
SK hynix ~55 %
Samsung ~25 %
Micron ~20 %

Micron CFO Mark Murphy emphasized that rumors about the company being unable to supply Nvidia HBM4 this year are “completely untrue.” An official release from Nvidia with details on Rubin accelerators is expected at GTC 2026.

3. Expansion of manufacturing capacity
- Partnership with PSMC

Since 2024 Micron has been working with Taiwanese manufacturer PSMC, and the project will be completed by the end of 2027.

- Acquisitions of packaging plants.

The company has already purchased two LCD panel factories from AUO and plans to acquire another from Innolux. After retooling they will be used for memory testing and packaging.

Conclusion
Micron is actively accelerating HBM4 deliveries, confirming its role in Nvidia’s supply chain while simultaneously strengthening infrastructure for memory chip production. This is a step toward solidifying its position in the high‑performance memory market.