[SMM Tin Express: Micron Accelerates HBM4 Chip Production Expansion]

Published: Jan 7, 2026 13:32

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According to industry sources, Micron plans to increase its monthly HBM4 production capacity to 15,000 wafers by 2026, accounting for nearly 30% of its total HBM capacity (approximately 55,000 wafers per month), demonstrating its strategic intent to fully commit to the next-generation AI memory market. For a long time, Micron has been at a disadvantage in the HBM field due to its production capacity lagging behind South Korean competitors. However, this situation is changing. At the December 2025 earnings conference, CEO Sanjay Mehrotra stated that the company will significantly increase HBM4 production starting in Q2 2026 and expects its yield ramp-up to be faster than that of the previous generation, HBM3E. Industry analysis indicates that Micron has initiated equipment investments and is accelerating capacity construction.

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