2026년 2월 7일 · Unknown · financial · 출처 Yahoo Finance
This article first appeared on GuruFocus.
Micron Technology (MU, Financials) saw its shares edge lower after a new analyst report cast doubt on its participation in Nvidia's next generation HBM4 memory supply.
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Semianalysis said it does not expect Nvidia to place any HBM4 orders with Micron, citing performance limitations in the company's internal base-die design. The firm forecasts that Nvidia will instead source its HBM4 memory from SK Hynix and Samsung Electronics, with respective shares of 70% and 30%.
The news sent Micron stock down 0.5% in pre market trading, erasing earlier gains sparked by Amazon.com, Inc.'s $200 billion capital expenditure outlook for 2026, which had fueled optimism for memory chip demand.
Despite potential setbacks in high end AI memory, analysts note that Micron remains well positioned with strong balance sheet flexibility and exposure to data center and enterprise customers. As AI infrastructure spending accelerates, the company's ability to execute on technology performance will be key to regaining investor confidence.
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