Samsung, Micron expand Vera Rubin ecosystem
Samsung and Micron used NVIDIA GTC 2026 to outline their latest memory and storage products for the Vera Rubin platform. Samsung said its sixth-generation HBM4 is now in mass production and designed for NVIDIA Vera Rubin, while Micron said its HBM4 36GB 12H has entered volume shipment in the first quarter of 2026 for the same platform. Both companies also used the event to position SOCAMM2 memory modules and PCIe Gen6 SSDs as part of the broader Rubin platform stack, not as standalone products.
Samsung
Samsung’s announcement focused on both current and next-step HBM products. The company said its HBM4 delivers 11.7 Gbps per pin, with an extended target of 13 Gbps, and confirmed that HBM4E has been shown publicly for the first time at GTC with 16 Gbps per pin and up to 4.0 TB/s of bandwidth. Samsung also used the event to show its hybrid copper bonding approach, which it says will support 16-layer and taller next-generation HBM stacks while reducing heat resistance by more than 20% versus thermal compression bonding.
Source: Samsung
Micron
Micron’s said its HBM4 36GB 12H delivers more than 11 Gb/s pin speed and more than 2.8 TB/s of bandwidth, which it says is a 2.3x bandwidth increase and more than 20% better power efficiency than its HBM3E. Micron also confirmed customer samples of a denser HBM4 48GB 16H stack, which it says raises capacity per placement by 33% over the 36GB 12H version.
PCIe Gen6 SSDs and new memory
Samsung said its SOCAMM2 is already in mass production and showed PM1763 PCIe 6.0 SSDs for NVIDIA SCADA server demos, alongside PM1753 SSDs for the NVIDIA BlueField-4 STX reference architecture. Micron said its 192GB SOCAMM2 is in high-volume production, with a broader 48GB to 256GB lineup for Vera Rubin NVL72 and standalone Vera CPU systems, and added that its Micron 9650 PCIe Gen6 SSD delivers up to 28 GB/s sequential reads and up to 5.5 million random read IOPS.
Source: Micron/Samsung
Sadly, neither press release offers anything for consumers, and frankly there is little to celebrate here unless you are an investor.
