Micron Reportedly Targets a Major HBM Capacity Increase for 2026

DigiTimes reports that Micron is targeting approximately 100,000 HBM wafers per month by the end of 2026, which would represent roughly twice its current high-bandwidth-memory capacity. The report also says the company plans a substantial increase in 12-high HBM4 output for NVIDIA's Vera Rubin AI platform. Samsung and SK hynix retain a scale advantage in HBM, according to the report. If Micron reaches the stated capacity target, the industry would have a larger pool of supply for advanced AI memory. The supplied source does not provide a commissioning schedule, customer volumes or independent confirmation of the capacity plan. It should therefore be treated as a reported target rather than a completed expansion.