Micron Unveils High-Volume HBM4 and SOCAMM2 Memory for NVIDIA Vera Rubin Platform
At NVIDIA GTC 2026, Micron announced a significant milestone: the company has entered high-volume production of three advanced memory and storage products, all engineered for the NVIDIA Vera Rubin platform. These innovations are set to redefine performance benchmarks for AI, data center, and high-performance computing workloads.
HBM4: Next-Generation High-Bandwidth Memory
The highlight of Micron’s announcement is the launch of its HBM4 memory, featuring a 36 GB 12-high stack that began shipping in volume in Q1 2026. Specifically designed for NVIDIA Vera Rubin, this HBM4 solution delivers over 11 Gb/s pin speeds, resulting in more than 2.8 TB/s of bandwidth. This marks a 2.3x increase in bandwidth compared to HBM3E, while also achieving over 20% improvement in power efficiency.
In addition to the 12-high stack, Micron has provided early samples of a 16-high 48 GB HBM4 variant to select customers. This new configuration offers a 33% increase in capacity per HBM placement, further expanding memory options for demanding AI and HPC applications.
SOCAMM2 Memory Modules: Expanding Capacity and Bandwidth
Micron also announced that its 192 GB SOCAMM2 memory modules are now in high-volume production. These modules are tailored for Vera Rubin NVL72 systems as well as standalone Vera CPU platforms. With SOCAMM2, each CPU can be equipped with up to 2 TB of memory and achieve 1.2 TB/s of bandwidth. The SOCAMM2 portfolio is versatile, offering capacities ranging from 48 GB to 256 GB to meet diverse data center requirements.
Micron 9650: Industry-First PCIe Gen 6 Data Center SSD
On the storage front, Micron introduced the 9650 SSD, the industry’s first PCIe Gen 6 data center SSD purpose-built for the NVIDIA BlueField-4 STX architecture. Now in mass production, the Micron 9650 delivers sequential read speeds of up to 28 GB/s and supports 5.5 million random read IOPS. This represents a doubling of read performance compared to its PCIe Gen 5 predecessor. Additionally, the 9650 SSD achieves twice the performance-per-watt efficiency, setting a new standard for data center storage solutions.
With these advancements, Micron is reinforcing its leadership in high-performance memory and storage, supporting the next generation of AI and data center platforms powered by NVIDIA Vera Rubin and BlueField-4 architectures.
