Micron CFO says HBM4 is in high-volume production and ramping in calendar Q1

Micron MU Mark J. Murphy HBM (high-bandwidth memory)

At the Wolfe Research conference on February 11, 2026, CFO Mark Murphy said Micron was already in high-volume production of HBM4 and had begun shipping to customers. He said volumes were ramping in calendar Q1, a full quarter ahead of the timeline Micron gave in December, and that HBM4 speeds exceed 11 Gbps. He also rejected reports that Micron could be dropped from NVIDIA's HBM4 supplier list.

HBM4 in high-volume production with shipments started, per the CFO
Volume ramp in calendar Q1 2026, a quarter earlier than the December plan
HBM4 speed above 11 Gbps per pin (company claim)
Murphy called reports of removal from NVIDIA's HBM4 list inaccurate

MU around the story · hourly24 h reaction ▲ 5.77%

Moves this explains

MU+11.52%Feb 10 · Micron rose 11.52% on Feb 11, the day its CFO said HBM4 was in high-volume production and ramping in calendar Q1 (reported at 16:00 UTC). The same day TSMC rose 4.63% and Intel 2.02% while the S&P 500 fell 0.21%, so the move was chip-led and stock-specific.

Source

TrendForce

Feb 11, 2026

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