Micron’s Early HBM4 Ramp Tests Durability Of AI Memory Boom

Micron Technology, ticker NasdaqGS:MU, has begun high volume production and ahead of schedule shipments of its HBM4 memory chips. The company reports that all of its 2026 HBM supply is already committed, reflecting very strong interest from hyperscale and AI customers. Samsung is accelerating its own HBM4 rollout, increasing competitive pressure in high bandwidth memory. Micron is stepping directly into the center of the AI infrastructure buildout with this early HBM4 ramp, and that context...