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

来源: chyang98 于 2026-02-10 16:53:01 [档案] [旧帖] [给我悄悄话] 阅读数 : (609 bytes)

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

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