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Micron skips G10 and moves G11 to 400-plus layers

The Die Brief Desk, after computerbase.de

G10 is the missing number in Micron's NAND roadmap, with G11 listed at 400-plus layers and mass production in the second half of 2027.

Micron G11 NAND (Bild: Micron) — Picture from computerbase.de
Micron G11 NAND (Bild: Micron) — Picture from computerbase.de
Micron G11Micron G9Kioxia/Sandisk BiCS10
layers400+276332L
bit density42 Gbit/mm² estimated21 Gbit/mm²37.6 Gbit/mm² QLC
interface speed5.4 Gbit/s estimated3.6 Gbit/s4.8 Gbit/s
energy per bit>25% lower than G9
mass productionsecond half 2027

The jump from G9's 276 layers to 400-plus is a packaging and cell-pitch bet, not a measured density win.

Micron frames wafer-on-wafer bonding and an interface up to 50 percent faster as the path to roughly double G9's bit density.

Estimated 42 Gbit/mm² for TLC and 5.4 Gbit/s interface are projections, not measured cells.

Still unmeasured are the exact layer count, confirmed TLC density, exact interface speed, exact energy per bit, and a production date beyond second half 2027.

The roadmap leaves the next generation unnamed, with only Ultra Dense cell architecture and Breakthrough high-mobility material as labels.

No price is named yet, and buyers get a roadmap claim, not a part number.

Fabs face a bonding and high-mobility material path before G12 is named.

The skip is a packaging bet, not a measured density win.

After computerbase.de. We did not report this. The pictures, if any, are theirs.

October 22, 2026 · 1 min
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