Micron wants a bigger share of the $100 billion HBM market with its 2026-bound HBM4 and HBM4E memory solutions
- The American semiconductor giant announces the product launch of HBM4 in 2026, followed by HBM4E
- These will likely be used by Nvidia’s Rubin R100 GPU and AMD’s successor to the Instinct MI400x
- Micron is a latecomer to a very busy market with SK Hynix at the helm
Micron has unveiled further steps in its plan to capture a significant share of the fast-growing high-bandwidth memory market.
The US semiconductor giant announced during its Q1 2025 earnings results that it plans to introduce HBM4 memory products in 2026, followed by HBM4E in 2027/2028 with 64 GB, 2 TBps parts designed for advanced AI and data center applications.
Sanjay Mehrotra, president and CEO of Micron, highlighted the growing importance of HBM in the company’s plans, saying, “The HBM market will exhibit robust growth in the coming years. By 2028, we expect the HBM total addressable market (TAM) to grow. four times the level of $16 billion by 2024 and to exceed $100 billion by 2030. Our TAM forecast for HBM in 2030 would be larger than the size of the entire DRAM industry, including HBM, in calendar 2024.”
Coming to a flagship GPU
Mehrotra expressed excitement about the next generation of HBM, adding: “Leveraging the strong foundation and continued investments in proven 1β process technology, we expect Micron’s HBM4 to achieve leadership in time-to-market and energy efficiency while increasing performance by more than 50% compared to HBM3E.”
The HBM4E version, expected to hit the market in late 2027, will feature a customizable base logic chip using advanced manufacturing technology from TSMC. This design feature allows certain customers to tailor the logic layer to their needs, with the goal of improving performance and efficiency.
The upcoming memory solutions are expected to be used in flagship GPUs such as Nvidia’s Rubin R100 and AMD’s successor to the Instinct MI400x. Micron has already shown traction in the market with its HBM3E technology. “We are proud to share that Micron’s HBM3E 8H is designed into Nvidia’s Blackwell B200 and GB200 platforms,” Mehrotra said during the call.
Although Micron is a relative newcomer to the HBM space, which is currently dominated by South Korean memory giant SK Hynix, and its neighbor and main rival Samsung, the company remains optimistic about its competitive position.
“Based on our customer design successes and success in establishing deep partnerships with customers, industry enablers and key technology partners such as TSMC, we expect to be a leading provider of HBM, with the most robust, trusted and industry-leading technology roadmap and execution record,” said Mehrotra.