Micron Technology (MU) Ramping Up Production For NVDA’s Next-Gen Vera Rubin Systems

Micron Technology, Inc. (NASDAQ:MU) is one of the Stocks That Can Make You Richer in 2026. On March 16, Micron Technology, Inc. (NASDAQ:MU) at the GTC 2026 announced ramping up production of advanced products for NVIDIA’s next-gen Vera Rubin systems.

​The company noted that they began volume shipments of HBM4 36GB 12H in Q1 2026, highlighting that the HBM4 hits over 11 Gb/s per pin, delivering more than 2.8 TB/s bandwidth per stack, which is 2.3 times higher than their prior HBM3E, with more than 20% better power efficiency. Moreover, the HBM4 is designed specifically for NVIDIA Vera Rubin GPUs.

​The company also highlighted shipping samples of HBM4 48GB 16H to customers after demonstrating stacking 16 dies for 33% more capacity per HBM cube. Management said that their collaboration with Nvidia ensures that compute and memory are together from day one.

The company said that the industry-first SOCAMM2 and Gen6 SSDs are now in high-volume production. SOCAMM2 is a first-of-its-kind module for Vera Rubin NVL72 racks and standalone Vera CPUs. The technology packs up to 2TB of memory per CPU with 1.2 TB/s bandwidth.

​​Micron Technology, Inc. (NASDAQ:MU) designs and manufactures memory and storage solutions used across data centers, AI systems, and consumer devices.

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