MU stock dips as analyst slashes Nvidia HBM4 supply forecast

$MU stock dips as analyst slashes Nvidia HBM4 supply forecast to zero@SemiAnalysis_ "We currently do not see indications of Nvidia ordering Micron HBM4,"

"poor speed performance from their use of an internal base die." The firm now expects Nvidia’s HBM4 supply to be split…

— hedgedworld (@hedgedworld) February 6, 2026