Micron Announces Mass-Production of HBM4, SOCAMM2 Memory Modules and PCIe Gen 6 SSDs

At NVIDIA GTC 2026, Micron announced it is in high-volume production of three products at once, all timed around and designed for the Vera Rubin platform. The headline is HBM4 with the 36 GB 12-high stack started shipping in volume in Q1 2026, built for NVIDIA Vera Rubin. It hits over 11 Gb/s pin speeds for more than 2.8 TB/s of bandwidth, 2.3 times what HBM3E offered, while also improving power efficiency by over 20%. Micron has also shipped early samples of a 16-high 48 GB variant to customers, a 33% capacity bump per HBM placement over the 12H stack. Micron also announced that its 192 GB SOCAMM2 memory modules are now in high-volume production. Designed for Vera Rubin NVL72 systems and standalone Vera CPU platforms, it enables up to 2 TB of memory and 1.2 TB/s of bandwidth per CPU, with the broader SOCAMM2 portfolio spanning from 48 GB to 256 GB.

On the storage side, Micron 9650, the industry first PCIe Gen 6 data center SSD designed specifically for NVIDIA BlueField-4 STX architecture, is in mass production as we already reported here. It boasts sequential read speeds of up to 28 GB/s and can handle 5.5 million random read IOPS, essentially doubling the read performance of its Gen 5 predecessor. Furthermore, it offers a performance-per-watt ratio that is twice as efficient.