About TrendForce News

TrendForce News operates independently from our research team, curating key semiconductor and tech updates to support timely, informed decisions.

[News] Micron Ships HBM4 Samples with 1ß Process to Multiple Customers, Reportedly Including NVIDIA


2025-06-11 Semiconductors editor

U.S. memory giant Micron announced on June 10 that it had shipped 36GB 12-high HBM4 samples to key customers—reportedly including NVIDIA and other major tech players, as noted by South Korean media outlet Business Post.

The report suggests that Micron is now the second of the big three memory makers to reach the HBM4 sample stage, following SK hynix, which took the lead by delivering samples to customers on March 19.

According to Micron, it has started shipping 36GB 12-high HBM4 samples to major customers, gearing up for mass production in 2026 to align with next-gen AI platform launches. Tom’s Hardware earlier noted that NVIDIA’s 2026-bound Rubin will drive the shift from HBM3/HBM3e to HBM4, with Rubin Ultra adopting HBM4e.

According to its press release, Micron’s HBM4 features a 2048-bit interface, delivering speeds over 2.0 TB/s per stack and more than 60% performance boost compared to the previous generation.

Samsung Bets on 1c Process to Catch up

Notably, like SK hynix, Micron’s 12-high HBM4, which features over 20% better power efficiency compared to its previous-generation HBM3e, is also built on its well-established 1ß (1-beta) DRAM process.

Following the announcement, all eyes turn to Samsung—the last of the big three to release HBM4 samples. Business Post indicates that though behind schedule, Samsung aims to catch up by leveraging its cutting-edge 1c DRAM node, banking on process leadership to seize the lead.

According to ZDNet, Samsung plans to expand 1c DRAM (6th-gen 10nm-class) production in both Hwaseong and Pyeongtaek, with investments starting by year-end. Meanwhile, a Chosun Biz report in April revealed that Samsung’s 4nm logic dies, which are key component of its 12-layer HBM4, have already achieved a test production yield exceeding 40%.

Read more

(Photo credit: Micron)

Please note that this article cites information from Business Post, Tom’s Hardware, ZDNet, Chosun Biz and Micron.


Get in touch with us