$Micron Technology (MU.US)$ Haha! You never know MU can have...
$Micron Technology (MU.US)$ Haha! You never know MU can have the same deal with OpenAI like AMD instead of using all Samsung and SK Hynix chips, which are not US companies but MU is. Imagine if someone tells Trump about this kinda like INTC, OpenAI has to buy chips from MU bcuz all US companies are playing politically correct card these days. Then, SP can lift up to $235 instantly. ![]()
Below comes from the top part of MooMoo Ai regarding HBM4..
HBM4 Sampling and Development:
Micron has begun shipping HBM4 samples to customers, with its 12-layer HBM4 stack achieving bandwidth of 2.8 TB/s and pin speeds exceeding 11 Gb/s. These advancements position Micron's HBM4 as a competitive product in the market. The company has also finalized pricing agreements with customers for its HBM3E supply and is progressing on HBM4 supply deals for 2026
HBM4 Sampling and Development:
Micron has begun shipping HBM4 samples to customers, with its 12-layer HBM4 stack achieving bandwidth of 2.8 TB/s and pin speeds exceeding 11 Gb/s. These advancements position Micron's HBM4 as a competitive product in the market. The company has also finalized pricing agreements with customers for its HBM3E supply and is progressing on HBM4 supply deals for 2026
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赚点老婆本 : its productivity issue..
HK fool OP 赚点老婆本 : i concur but supply and demand will push the price on DRAM and HBM4!
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