Relationship
NVIDIA relies on Micron Technology
Micron has been certified as an HBM4 memory supplier for NVIDIA's next-generation Vera Rubin AI platform, alongside SK hynix and Samsung, with its entire 2026 HBM supply fully contracted.
- From
- NVIDIA
- Importance
- Critical
- Confidence
- 76/100
Sources (1)
- Micron hikes capex to $20B with 2026 HBM supply fully booked, HBM4 ramps 2Q26 — TrendForce, December 18, 2025
History
- 2023-01-01Secondary HBM supplier: Micron trailed SK hynix and Samsung in HBM market share and qualification for NVIDIA's AI accelerators, supplying a smaller share of NVIDIA's HBM3 memory needs.
- 2024-06-01HBM3E qualification: Micron's HBM3E memory was qualified for NVIDIA's Blackwell platform, narrowing the gap with SK hynix as NVIDIA diversified its HBM supplier base to reduce single-supplier risk.
- 2026-01-01HBM4 certification, full contract: Micron was certified as an HBM4 supplier for NVIDIA's Vera Rubin platform alongside SK hynix and Samsung, with its entire 2026 HBM supply fully contracted — reflecting a shift from a secondary to a core, capacity-constrained supplier relationship.
Cite this
InsightNodes, "NVIDIA relies on Micron Technology" — Critical importance, 1 source. https://insightnodes.com/claims/r/nvidia~micron~depends-on (accessed October 30, 2026).
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