Micron Stock Falls Amid Reduced HBM4 Supply Forecast from Semianalysis
ByAinvest
Friday, Feb 6, 2026 10:17 am ET1min read
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Micron Technology's stock fell 0.5% pre-market after a Semianalysis report reduced the company's expected share of Nvidia's HBM4 memory to zero. The report cited "poor speed performance" from Micron's use of an internal base die. HBM is a critical component for AI chips, and being excluded from Nvidia's next-generation products could impact Micron's growth in the high-margin AI memory segment.
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