Micron begins high-volume HBM4 shipments as supply stays tight and capex rises

Digitimes
Feb 11, 2026, 8:33 pm182 ptsTrendingTop
Micron Technology has begun high-volume production and customer shipments of its next-generation HBM4 memory, ramping volumes earlier than expected amid tight industry supply, CFO Mark Murphy said at an analyst meeting on February 11. Murphy also signaled higher capital spending driven by strong AI-related…

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