Micron reportedly accelerates HBM4 chip production expansion, monthly capacity to increase to 15,000 units
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By:格隆汇
Glonghui, January 7|According to CNMO Technology, industry sources say that Micron plans to increase its HBM4 monthly production capacity to 15,000 wafers by 2026, accounting for nearly 30% of its total HBM capacity (about 55,000 wafers/month), demonstrating its strategic intention to fully invest in the next-generation AI memory market. For a long time, Micron has been at a disadvantage in the HBM sector due to its production scale lagging behind its Korean competitors. However, this situation is changing. Micron CEO Sanjay Mehrotra stated at the December 2025 financial results meeting that the company will significantly increase HBM4 output starting from the second quarter of 2026, and expects the yield ramp to be faster than the previous generation, HBM3E. Industry analysis points out that Micron has already begun equipment investments and is accelerating capacity expansion.
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