MU Ramps HBM4
Micron CEO says HBM4 ramp is tracking twice as fast as HBM3E, with over $1 billion in revenue shipped
MU CEO ON HBM4 RAMP "HBM4 12-high high-volume ramp is tracking twice as fast as HBM3E 12-high.
We have already shipped over $1 billion in HBM4 revenue." "We expect to reach mature yields on HBM4 12-high significantly faster than HBM3E 12-high." "Our 1 DRAM node and G9 NAND node are both ramping well and on track to become the highest volume nodes in Micron's history."