Supply chain / Memory
Micron (HBM memory)
Micron is the US-based HBM supplier, offering HBM3E and HBM4 stacks for AI platforms.
- Type
- Company
- Where it sits
- The only US-headquartered HBM maker among the big three, useful for supply geography.
- Constraint
- Reported in August 2025 that Micron's 2026 HBM supply was sold out, per TrendForce citing Micron's Chief Business Officer.
What we checked
- Micron lists HBM4 at 36 GB in a 12-high stack and says it is in high-volume production. (source)
- TrendForce reported in August 2025 that Micron said its 2026 HBM allocation was sold out. (source)
Written by ComputeFinder from public pages on 2 October 2026. Company statements are the company's own, not independently checked, and reported items are marked as such. Not yet reviewed line by line by a second person. If something is wrong, tell us.