Micron Technology
Micron is Nvidia's sole LPDRAM supplier for the entire GB server family and a key HBM3E/HBM4 partner. Data center reached 56% of Micron FY25 revenue with Nvidia as primary driver; HBM revenue grew 5× year-over-year.
Supplies HBM3E memory for Nvidia H200 and GB200 platforms and LPDRAM for GB-family servers; sole LPDRAM supplier for Nvidia Blackwell product family
Notes
Micron confirmed sole LPDRAM supplier for Nvidia GB-family. HBM3E 8H in GB200, HBM3E 12H in GB300. HBM4 for Vera Rubin in production.
Milestones
- Micron named HBM3E and LPDRAM supplier for Nvidia Blackwell platforms
Micron supplies HBM3E 8H for H200 and 8H/12H variants for GB200/GB300, and is the sole LPDRAM supplier for Nvidia's GB server family — a role pioneered in close collaboration with Nvidia engineering.
→ investors.micron.com - Micron secures Nvidia supply deal for 12-stack HBM3E mass production
Micron reaches mass production of HBM3E 12H for Nvidia GB300, securing its position alongside SK Hynix as a dual-source HBM supplier for Blackwell-era platforms.
→ www.trendforce.com - Micron confirms full Blackwell memory suite and HBM4 for Vera Rubin at GTC 2025
Official Nvidia GTC 2025 announcement confirms Micron as sole LPDRAM supplier for all GB-family products, with HBM3E 12H shipping for GB300 and HBM4 in high-volume production for Vera Rubin.
→ investors.micron.com