Specifications

One-gamma EUV is Micron's differentiator

Micron is the third of the three HBM suppliers and the one that leans hardest on EUV. Its HBM4 DRAM is built on a 1-gamma node with EUV lithography, which Micron has been the most aggressive adopter of among the HBM makers. The engineering argument for that choice is die-density and overlay precision at the bit densities HBM4 requires, which translates into yield and, ultimately, cost per stack once the node matures.

Micron has stated that its HBM4 met the revised NVIDIA specification for the Rubin-generation accelerators and that final customer samples have been delivered, with capacity being expanded toward roughly 15,000 HBM4 wafers per month by the end of 2026. As with all HBM programmes, allocation follows the accelerator programme rather than open distribution — buyers plan against accelerator timelines and the HBM vendor relationship, not against catalogue stock.

Micron products are supplied by QS Compute with B2B pricing, global shipping and short sample lead times for AI data center, edge deployment and industrial integration projects.