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Data Center News > Blog > Global Market > Micron joins HBM4 race with 36GB 12-high stack, eyes AI and data center dominance
Global Market

Micron joins HBM4 race with 36GB 12-high stack, eyes AI and data center dominance

Last updated: June 12, 2025 3:07 pm
Published June 12, 2025
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Rawat added that these enhancements allow quicker mannequin coaching, help bigger batch sizes, and ship extra environment friendly inference, essential for superior fashions like GPT-5, Gemini, and Claude. HBM4 additionally facilitates tighter integration between AI accelerators and reminiscence, decreasing latency and boosting throughput, permitting system architects to construct extra optimized compute stacks, particularly necessary for real-time and multimodal AI functions.

Race to energy the subsequent era of AI

By transport samples of the HMB4 to the important thing prospects, Micron has joined SK hynix within the HBM4 race. In March this yr, SK hynix shipped the 12-layer HBM4 samples to prospects. SK hynix’s HBM4 has carried out bandwidth able to processing greater than 2TB of information per second, processing information equal to greater than 400 full-HD films (5GB every) in a second, stated the corporate.

12-layer (or 12-high) HBM4 refers to a particular configuration of that customary. Whereas Micron calls its HBM4 providing as 12-high stack reminiscence, SK hynix calls it 12-layer HBM4 – each discuss with the variety of stacked DRAM chips inside a single HBM4 reminiscence module.

“HBM aggressive panorama, SK hynix has already sampled and secured approval of HBM4 12-high stack reminiscence early Q1’2025 to NVIDIA for its subsequent era Rubin product line and plans to mass produce HBM4 in 2H 2025,” stated Danish Faruqui, CEO, Fab Economics.

“Carefully following, Micron is pending Nvidia’s exams for its newest HBM4 samples, and Micron plans to mass produce HBM4 in 1H 2026. Then again, the final contender, Samsung is battling yield ramp on HBM4 know-how growth stage, and so has to delay the shopper samples milestones to Nvidia and different gamers whereas it earlier shared an finish of 2025 milestone for mass producing HBM4.”

See also  Norway Data Center Market Investment Analysis & Growth Opportunities 2024-2029: Market is Projected to Reach USD 1.87 Billion by 2029, Showcasing a CAGR of 10.27% - ResearchAndMarkets.com

Faruqui famous one other key differentiator amongst SK hynix, Micron, and Samsung: the bottom die that anchors the 12-high DRAM stack. For the primary time, each SK hynix and Samsung have launched a logic-enabled base die on 3nm and 4nm course of know-how to allow HBM4 product for environment friendly and quicker product efficiency by way of base logic-driven reminiscence administration.

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