HBM4 News & Analysis
2 articles
Market Mood
Nvidia (NVDA) Approves HBM4 Supply from Three Major Firms
Nvidia (NVDA) has approved the supply of HBM4 memory from three significant chipmakers, following their certification. CEO Jensen Huang emphasized the prudent allocation of memory supply among the manufacturers. This development indicates Nvidia's expanding role in the memory supply chain. The certification process marks a critical step for the 'Big Three' storage firms, potentially impacting their production and partnership with Nvidia moving forward.
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Micron's HBM4 Memory Enters Mass Production for Nvidia, Boosting Market Position
Micron Technology (NASDAQ: MU) reported a significant revenue increase, nearly tripling last quarter, while gross margins exceeded 74.4%. The company announced the mass production of its HBM4 36GB 12-Hi memory, specifically designed for Nvidia's Vera Rubin platform, enhancing its competitive stance in high-bandwidth memory. Micron's HBM4 technology offers more than double the bandwidth of HBM3 and boasts a 20% improvement in power efficiency, critical for AI applications. This advancement could enable Micron to capture a larger share of the HBM market currently dominated by Samsung and SK Hynix.
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