$Micron Technology (MU.US)$ Diversified customer base for HB...
$Micron Technology (MU.US)$ Diversified customer base for HBM4: Even with Nvidia's orders on hold, AMD’s MI400 series and in-house accelerators from Google and Meta are lining up to secure capacity. Micron’s entire HBM production capacity for 2026 has already been fully booked, providing a solid foundation for performance.
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75961050 : The fact that the stock price fell instead of rising is the best proof
Goat Yang 75961050 : You may just sell off and leave![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
honggan 75961050 : what is worrying you? Do you think us government will not do anything to protect US company and just let Samsung/SK hynix overtook them?
104068831 75961050 : Noise
102136008 honggan : honestly i don't know if them protecting is doing more harm than good or not lol
106562980 honggan : Yes 🫡 nice one 🫵
honggan 102136008 : the not qualify product doesn’t mean anything, it was just NVIDiA trying to get something more with a cheaper price, where micron do not want to follow their way.. this is just bad business..
狼来啦 : Since MU's HBM4 has not yet reached high production volumes, I assume their R&D speed is not as fast as Hynix's. However, the sales and profit performance of LPDDR5 remain excellent.