Bundled in their latest earnings call, Micron has revealed that later this year the company will finally introduce its first HBM DRAM for bandwidth-hungry applications. The move will enable the company to address the market for high-bandwidth devices such as flagship GPUs and network processors, which in the last five years have turned to HBM to meet their ever-growing bandwidth needs. And as the third and final of the "big three" memory manufacturers to enter the HBM market, this means that HBM2 memory will finally be available from all three companies, introducing a new wrinkle of competition into that market.

Overall, while Micron has remained on the cutting-edge of memory technologies, the company has been noticeably absent from HBM thus far. Previous efforts have instead focused on GDDR5X, as well as a different take on fast-and-stacked memory with Hybrid Memory Cube (HMC). First announced back in 2011 as a joint effort with  Samsung and IBM, HMC was a similar stacked DRAM type for bandwidth hungry applications, which featured a low-width bus & extremely high data rates to offer memory bandwidth that by far exceeded that of then-standard DDR3. As a competing solution to HBM, HMC did see some usage in the market, particularly in products like accelerators and supercomputers. Ultimately, however, HMC lost the battle against more widespread HBM/HBM2 and Micron folded the project in 2018 in favor of GDDR6 and HBM.

In the end, is has taken Micron around two years to develop its first HBM2 memory devices, and these will finally become available in 2020. Given the broad, financial nature of the call, Micron isn't disclosing the specifications of its first HBM2 devices at this time, though it is a safe bet that the underlying DRAM cells will be produced using the company’s 2nd or 3rd Generation 10 nm-class process technologies (1y or 1z). Meanwhile, Micron will obviously do its best to be competitive against Samsung and SK Hynix both in terms of performance and capacity.

Sanjay Mehrotra, president and chief executive officer, had the following to say:

“In FQ2, we began sampling 1Z-based DDR5 modules and are on track to introduce high-bandwidth memory in calendar 2020. We are also making good progress on our 1-alpha node.”

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Source: Micron

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  • ballsystemlord - Friday, March 27, 2020 - link

    Are there any details on Micron's process nodes? I tried wikichip.org without success.
    The naming (1y, 1z) is different then other fabs.
  • eek2121 - Friday, March 27, 2020 - link

  • eek2121 - Friday, March 27, 2020 - link

    Also https://www.anandtech.com/show/14746/micron-mass-p...
  • kpaczari - Friday, March 27, 2020 - link

    TechInsights has lots of info:
  • ballsystemlord - Friday, March 27, 2020 - link

    Nice find!
  • eastcoast_pete - Friday, March 27, 2020 - link

    Any information or rumors on initial large volume customers?
    While very unlikely, HBM/HBM2 memory could differentiate the upcoming PS5 from the new Xbox or vice versa. At current specs, the GPU of either would make good use of the high bandwidth, and guarantee a large volume for years to come.
    However, a more realistic first use is in the upcoming higher end GPUs from NVIDIA, Intel and AMD.
  • Slash3 - Friday, March 27, 2020 - link

    Both upcoming consoles have already confirmed the use of GDDR6.
  • eastcoast_pete - Friday, March 27, 2020 - link

    I know. GDDR6 should be plenty fast and is likely much cheaper.
  • Diogene7 - Saturday, March 28, 2020 - link

    It seems that 32GB DDR4 2666Mhz So-DIMM is approximatively 150€ to 200€, with ~20% VAT included as of March 2020 (according to www.amazon.fr).

    Could anyone give some approximative idea of what would be the cost of 32GB GDDR6 versus 32GB HBM2 as of March 2020 ? It is to get an approximative idea of much it is that we are talking about...

    Ex: 32GB GDDR6 is said to be ~50% more expensive (so 1.5x the price) of 32GB DDR4, so 32GB GDDR6 would be between 225€ to 300€, and HBM2 is said to 150% more expensive (so 2.5x the price) of 32GB GDDR6, so 32GB HBM would be between 550€ to 750€.
  • extide - Sunday, March 29, 2020 - link

    You have to be careful -- because the actual memory itself isn't THAT much more than GDDR6 -- it is likely more because of the stacking which makes it harder to produce but not by much. However -- of course the total implementation cost must include the interposer -- whether it be a full-size interposer like everyone but Intel uses or the mini EMIB ones that Intel uses -- will add additional cost. None of these actual costs are public -- so it's really all speculation.

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