2026년 2월 10일 · Unknown · financial · 출처 Yahoo Finance
This article first appeared on GuruFocus.
Shares of Micron Technology (MU, Financials) slumped 3.2% after it was reported that Samsung Electronics would start making a lot of next-generation HBM4 chips later this month. The announcement made some worry about how well Micron was doing in the high-bandwidth memory sector.
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Yonhap News Agency said that Samsung got quality certification from Nvidia Corporation and got orders to make HBM4 chips for Nvidia's new AI accelerator platform, Vera Rubin. The timing is perfect for Nvidia's next-generation deployment, which gives Samsung an early advantage.
Sanjay Mehrotra, the CEO of Micron, claimed before that the firm will start ramping up its own HBM4 production in the second quarter of 2026. The gap in the timeframe might provide Samsung a chance to get a big piece of the market as demand for AI computing grows.
HBM chips are necessary for running AI workloads, and they have better profit margins than regular memory. The section has been a big part of Micron's stock price rise, which has tripled in the last year.
Reports say that Samsung's new HBM4 chips can process data at 11.7 Gbps, which is 22% quicker than the current HBM3E generation. This shows how much better Samsung is at making semiconductors from start to finish.
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