Micron Accelerates HBM4 Expansion, Capacity to Hit ~100K Wafer Starts/Month
Beth_Kindig · x · 2026-09-13
According to TrendForce, Micron is accelerating its HBM expansion, with capacity expected to rise by as much as 60K wafers per month, focused on 12-hi HBM4 — bringing total capacity to approximately 100K wafers per month.
HBM4 is a critical memory supply for next-generation AI accelerators from Nvidia, AMD, and Broadcom, and the move directly answers sustained AI-driven demand for high-bandwidth memory.
Related event: Micron to Double HBM Capacity to 100K Wafers per Month(2 posts)→
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