NVIDIA's upcoming "Vera Rubin" AI systems are scheduled for late summer shipping in the form of VR200 NVL72 rack-scale solutions that will power the next generation of AI models. However, not every memory maker of HBM4 qualified for a design win, as Micron has reportedly fallen out of the equation, with only Samsung and SK hynix left to supply the precious HBM4 memory. According to leaked institutional notes from SemiAnalysis, which tracks the supply chain in great detail, SK Hynix will represent about 70% of the HBM4 supply for VR200 NVL72 systems, with Samsung getting the remaining 30% of the supply. For a major memory maker like Micron, there is reportedly zero commitment for the supply of HBM4 memory.

Interestingly, this is not the end of Micron's share of memory in NVIDIA VR200 NVL72 systems. Instead of HBM4, the company will supply LPDDR5X memory for "Vera" CPUs, which can be equipped with up to 1.5 TB of LPDDR5X, making up for the lost share with the HBM4. It is possible that Micron didn't qualify for the significant system upgrade that NVIDIA performed for VR200 NVL72, which went from the initial system target of 13 TB/s in March 2025 to 20.5 TB/s in September. However, at CES 2026, NVIDIA confirmed that the VR200 NVL72 system is now operating at 22 TB/s of bandwidth, marking a nearly 70% increase in system bandwidth, all derived from aggressive memory specification scaling that the company demanded from the memory makers.