[News] Micron Dismisses Sidelined Rumors, Confirms HBM4 Shipping a Quarter Early, Speeds Over 11 Gbps

Amid speculation that Micron could be left off NVIDIA’s HBM4 supplier roster, CFO Mark Murphy moved swiftly to shut down the narrative. Speaking at the Wolfe Research conference, Murphy rejected what he called “inaccurate reports,” stressing that the firm is already in high-volume production of HBM4 and has begun shipping to customers. Volumes are ramping in calendar 1Q — a full quarter ahead of the 2Q timeline outlined in December — according to remarks cited by Investing.com.

Meanwhile, Murphy highlighted that yield performance for both HBM and HBM4 is progressing as planned, adding that the company’s HBM4 delivers speeds exceeding 11Gbps, positioning it among the fastest in the market.

Investing.com, citing Murphy, notes that Micron first revealed HBM4 sampling in September, followed by a deeper technical briefing in November detailing its metallization approach, design architecture, and in-house CMOS integration.

As NVIDIA gears up to unveil its next-gen AI accelerator, Vera Rubin, at GTC 2026 in mid-March, the battle for HBM4 dominance is heating up. According to Yonhap News and Hankyung, Samsung is set to become the first company to mass-produce and ship HBM4 after Lunar New Year.

Hankyung also reported that NVIDIA tentatively allocated HBM4 volumes in late 2025: SK hynix claimed the largest share, around mid-50%, Samsung holds roughly mid-20%, and Micron about 20%. There has been market chatter suggesting Micron might be sidelined, but CFO Murphy dismissed these claims on February 11.

More Expansion Move in Taiwan?

On the other hand, following its acquisition of PSMC’s Tongluo fab, Micron is mulling to take over panel manufacturer Innolux’s Fab 5, accelerating its memory expansion in Taiwan through plant conversions, Commercial Times reports.

If the speculation proves true, it wouldn’t be Micron’s first acquisition of fabs from Taiwanese panel makers. Amid tight capacity in advanced packaging and memory, several idle panel facilities have changed hands. According to Commercial Times, in 2024 AUO sold two Tainan fabs and part of its Houli AUO Crystal site to Micron.

Meanwhile, Micron CFO Mark Murphy, as per Investing.com, noted that output from PSMC’s Tongluo fab is expected to start contributing around late 2027 into 2028. According to Central News Agency, PSMC’s board approved the sale of its Gongliao fab and related facilities to Micron on February 10. The deal is expected to generate a disposal gain of NT$19.647 billion, or roughly NT$4.65 per share, while the two companies will also form a long-term DRAM advanced packaging foundry partnership.

Read more

• [News] Samsung HBM4 Reportedly to Ship First After Lunar New Year, Initial Share Projected at Mid-20%
• [News] SK hynix Reportedly to Supply About Two-Thirds of NVIDIA HBM4; Samsung Targets Early Delivery
• [News] Samsung, SK hynix and Micron Reportedly Rein In Orders to Curb Hoarding as Supply Tightness Persists

(Photo credit: Micron)