Micron Technology has commenced high-volume production of HBM4 memory chips for NVIDIA's next-generation Vera Rubin GPU, positioning the company at the center of an AI-driven memory shortage that analysts project could last until 2030, while Micron's revenue nearly tripled year-over-year.

Samsung Electronics has been chosen as the exclusive HBM4 memory supplier for OpenAI's first-generation Titan AI chip, agreeing to supply up to 800 million Gb of 12-layer HBM4 in the second half of 2026.