Micron announced a suite of high-volume production AI memory and storage products at NVIDIA GTC 2026, headlined by its HBM4 36GB 12-high stack, its 192GB SOCAMM2 module, and the Micron 9650 PCIe Gen6 data center SSD.
Micron HBM4
The HBM4 36GB 12H product entered volume shipment in the first quarter of calendar 2026 and is designed for NVIDIA Vera Rubin. Micron lists pin speeds exceeding 11 Gb/s and bandwidth exceeding 2.8 TB/s. Compared with its HBM3E, the company reports a 2.3× bandwidth gain and more than 20% improved power efficiency.
Micron also indicated progress on a higher-capacity HBM4 part: Samples of its HBM4 48GB 16H have already been shipped to customers, using a 16-die stack. That increases capacity per HBM placement by 33% compared with the HBM4 36GB 12H version.
Alongside HBM4, Micron’s SOCAMM2 products are now part of the rollout around NVIDIA Vera Rubin systems. The 192GB SOCAMM2 is in high-volume production, and it sits within a broader portfolio ranging from 48GB to 256GB. These modules are designed for NVIDIA Vera Rubin NVL72 systems and standalone NVIDIA Vera CPU platforms. Micron says this setup enables up to 2TB of memory and 1.2 TB/s of bandwidth per CPU.
Micron 9650
On the storage side, Micron has moved its PCIe Gen6 data center SSD into high-volume production. The Micron 9650 is described as the first mass-produced PCIe Gen6 data center SSD. It is built for AI training and inference workloads on the NVIDIA BlueField-4 STX reference architecture and is also intended for liquid-cooled environments.
The drive delivers up to 28 GB/s of sequential read throughput and 5.5 million random read IOPS. Micron also says it offers up to twice the read performance of Gen5 SSDs and 100% higher performance per watt.
Two Variants: PRO and MAX
The Micron 9650 is offered in two configurations: PRO and MAX. Both models use G9 TLC NAND and are available in E1.S and E3.S form factors, supporting modern data center deployment standards.
Micron 9650 PRO
- Capacities: 7.68 TB to 30.72 TB
- Sequential read/write: 28,000 / 14,000 MB/s
- Random read: 5.4–5.5 million IOPS
- Random write: 500,000–570,000 IOPS
- Endurance: 1 drive write per day (DWPD) for five years
Micron 9650 MAX
- Capacities: 6.4 TB to 25.6 TB
- Sequential read/write: 28,000 / 14,000 MB/s
- Random read: 5.4–5.5 million IOPS
- Random write: up to 900,000 IOPS
- Endurance: 3 DWPD for five years
Both models operate at a maximum of 25 watts, offer a mean time to failure rating of 2.5 million hours at 50°C, and support advanced security and compliance features. The drives are also designed to be compatible with GPU-direct technologies and liquid-cooled environments.
Micron’s Gen5 lineup continues alongside that product, with the Micron 7600 and 9550 SSDs listed as additional options for customers designing data center systems.
Amazon