Micron Technology
America's memory maker, sold out of HBM generations in advance.
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Photo: Thingreenline4546 · CC BY-SA 4.0 · Wikimedia Commons
Micron entered HBM3E aggressively — its stacks ship in NVIDIA's H200 and Blackwell parts — and has repeatedly said its HBM output is effectively sold out about a year ahead. It is building new fabs in Idaho and New York with CHIPS Act support, and is the only US-headquartered HBM supplier.
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Record reviewed as of 2026-01-15 — see Methodology.