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$MU CEO ON HBM4 RAMP “HBM4 12-high high-volume ramp is tracking twice as fast as HBM3E 12-high. ...
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The CEO of Micron ($MU) reports that the HBM4 12-high volume ramp is progressing twice as fast as the previous HBM3E 12-high, already generating over $1 billion in revenue. Additionally, the company's 1 DRAM and G9 NAND nodes are ramping successfully and are projected to become the highest volume nodes in the company's history. Sentiment is positive regarding the acceleration of next-generation memory technology production.

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