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Micron Sells Out Entire HBM3E Supply for 2024, Most of 2025
by Anton Shilov on March 22, 2024 11:00 AM EST Being the first company to ship HBM3E memory has its perks for Micron, as the company has revealed that is has managed to sell out the entire supply of its advanced high-bandwidth memory or 2024, while most of their 2025 production has been allocated, as well. Micron's HBM3E memory (or how Micron alternatively calls it, HBM3 Gen2) was one of the first to be qualified for NVIDIA's updated H200/GH200 accelerators, so it looks like the DRAM maker will be a key supplier to the green company.
"Our HBM is sold out for calendar 2024, and the overwhelming majority of our 2025 supply has already been allocated," said Sanjay Mehrotra, chief executive of Micron, in prepared remarks for the company's earnings call this week. NVIDIA's H200 accelerator for artificial intelligence and high-performance computing will use six of these cubes, providing a total of 141 GB of accessible high-bandwidth memory. "Industrywide, HBM3E consumes approximately three times the wafer supply as DDR5 to produce a given number of bits in the same technology node."
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