MU stock dips as analyst slashes Nvidia HBM4 supply forecast

来源: chyang98 于 2026-02-06 09:37:40 [档案] [旧帖] [给我悄悄话] 阅读数 : (762 bytes)

$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

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• 不知道这个说法有没有根据。MU 宣布它们今年的产能已经早被预定空了。在此之前，三星的HBM 一直没有通过女大的验证。 -桃花源里人家- ♂ (0 bytes) () 02/06/2026 postreply 10:13:00

• Ignore this news. MU would be down 20% if impact is real -三心三意- ♂ (0 bytes) () 02/06/2026 postreply 10:38:40

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