Micron CFO: HBM4 Mass Production and Shipments Start, One Quarter Ahead of Schedule

On February 11(local time), Micron CFO Mark Murphy stated at a semiconductor conference held by Wolfe Research that the company has achieved mass production and commenced customer shipments of HBM4. 

In response to recent speculation that Micron may be excluded from NVIDIA's  HBM4 supply chain, Micron denied expectations that Samsung Electronics and SK Hynix would divide the entire HBM4 supply volume.

Murphy further indicated that Micron's HBM4 shipments are steadily increasing in the first quarter of this year, which is one quarter earlier than the timeline projected during the December 2024 earnings call. The company’s entire 2026 HBM production capacity is already sold out. HBM4 production yields are progressing according to plan, while Micron's HBM4 product delivers performance exceeding 11 Gb/s.

The CFO also highlighted strong business momentum beyond the HBM4 clarification, stating that Micron is “on an extraordinary business trajectory” and that demand is “far above our ability to supply.” He expected supply demand to be tight beyond 2026 and said that the company is making every effort to plan and invest appropriately to meet customers' long-term needs.