September 25, 2025 /SemiMedia/ — Micron Technology said it will start mass production of its sixth-generation high bandwidth memory (HBM4) in the first half of fiscal 2026, with customer supply agreements expected to be finalized within months.

The company has already delivered HBM4 samples supporting up to 11Gbps bandwidth, addressing concerns that its next-generation memory development was lagging rivals. Nvidia has asked suppliers to provide HBM4 with 10–11Gbps speeds, above the JEDEC standard of 8Gbps. Samsung Electronics and SK Hynix have reached that target, while Micron confirmed its roadmap is on track.

Analysts said Micron’s clear mass production timeline bolsters confidence in the company’s position in the surging HBM market, forecast to reach $100 billion by 2030, while intensifying competition among the top three memory makers.