Micron Technology: It's Okay If HBM4 Is a Bit Delayed

Micron Technology: It's Okay If HBM4 Is a Bit Delayed – Chae Min-suk, Korea Investment & Securities

Micron's HBM4 schedule delay is inevitable
- Micron's stock weakened after SemiAnalysis reported it would adjust Micron's share in NVIDIA's HBM4 to 0%
- However, we had already…

— Jukan (@jukan05) February 10, 2026