Stock Track | Micron Technology Plummets 5.22% Intraday After Being Cut From Nvidia's HBM4 Supply Plan

Stock Track

Feb 09

Micron Technology's stock plunged 5.22% during intraday trading on Monday, marking a significant downturn for the memory chipmaker.

The sharp decline follows reports that Micron has been shut out of Nvidia's supply plan for next-generation high-bandwidth memory (HBM4) chips, which are crucial components for artificial intelligence processors. According to industry reports, Nvidia cut Micron's projected HBM4 share for its upcoming Vera Rubin AI accelerators to zero due to difficulties meeting stricter technical requirements, with SK Hynix and Samsung expected to supply approximately 70% and 30% respectively.

Compounding the competitive pressure, Samsung Electronics is reportedly preparing to begin mass production of HBM4 chips as early as this month, further challenging Micron's position in the lucrative AI memory market. The loss of a key position in Nvidia's supply chain represents a significant setback for Micron, whose stock performance has been heavily driven by surging demand for HBM chips in AI applications.

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According to industry reports, Nvidia cut Micron's projected HBM4 share for its upcoming Vera Rubin AI accelerators to zero due to difficulties meeting stricter technical requirements, with SK Hynix and Samsung expected to supply approximately 70% and 30% respectively.</p><p>Compounding the competitive pressure, Samsung Electronics is reportedly preparing to begin mass production of HBM4 chips as early as this month, further challenging Micron's position in the lucrative AI memory market. The loss of a key position in Nvidia's supply chain represents a significant setback for Micron, whose stock performance has been heavily driven by surging demand for HBM chips in AI applications.</p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"MU","symbol_name":"美光科技","start_time":0,"source_url":"","article_id":"1133712123","we_media_id":"1086803395","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1133712123","pubTimestamp":1770647666,"columns":[],"sourceInfo":{"source_id":"ai_movement_en","name":"Stock Track"},"weMediaInfo":{"media_name":"Stock Track","introduction":"Track stock‘s movements and relevant news","home_visible":1,"id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"summary":"Micron Technology's stock plunged 5.22% during intraday trading on Monday, marking a significant downturn for the memory chipmaker.The sharp decline follows reports that Micron has been shut out of...","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"MU":"美光科技"},"translate_title":"个股追踪|美光科技盘中暴跌5.22%遭英伟达HBM4供应计划削减","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MU":1},"content_text":"Micron Technology's stock plunged 5.22% during intraday trading on Monday, marking a significant downturn for the memory chipmaker.The sharp decline follows reports that Micron has been shut out of Nvidia's supply plan for next-generation high-bandwidth memory (HBM4) chips, which are crucial components for artificial intelligence processors. 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