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

​The institution noted that they began measurement shipments of HBM4 36GB 12H successful Q1 2026, highlighting that the HBM4 hits implicit 11 Gb/s per pin, delivering much than 2.8 TB/s bandwidth per stack, which is 2.3 times higher than their anterior HBM3E, with much than 20% amended powerfulness efficiency. Moreover, the HBM4 is designed specifically for NVIDIA Vera Rubin GPUs.

​The institution besides highlighted shipping samples of HBM4 48GB 16H to customers aft demonstrating stacking 16 dies for 33% much capableness per HBM cube. Management said that their collaboration with Nvidia ensures that compute and representation are unneurotic from time one.

The institution said that the industry-first SOCAMM2 and Gen6 SSDs are present successful high-volume production. SOCAMM2 is simply a first-of-its-kind module for Vera Rubin NVL72 racks and standalone Vera CPUs. The exertion packs up to 2TB of representation per CPU with 1.2 TB/s bandwidth.

​​Micron Technology, Inc. (NASDAQ:MU) designs and manufactures representation and retention solutions utilized crossed information centers, AI systems, and user devices.

While we admit the imaginable of MU arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

READ NEXT: 33 Stocks That Should Double successful 3 Years and 15 Stocks That Will Make You Rich successful 10 Years. 

Disclosure: None. Follow Insider Monkey connected Google News.