Micron's Stock Rises Despite Losing HBM4 Orders to SK Hynix and Samsung
ByAinvest
Friday, Feb 6, 2026 12:37 pm ET1min read
MU--
Micron Technology's stock rose 2% despite losing Nvidia's HBM4 orders due to performance concerns. Analysts see Amazon's $200 billion capex plan for 2026 as a potential driver for memory chip demand in data centers. Losing Nvidia's orders may limit Micron's growth in the high-margin AI segment, but broader market demand could offset some of the impact. Investors are watching how Micron balances AI memory opportunities with competition from SK Hynix and Samsung.
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