MU · News · 20261102N
HBM4E Customer Agreement
MICRON TECHNOLOGY INC · 2026-11-02 · Importance 40 · Surprise 42 · In source text
Micron is co-designing its next-generation HBM4E chip with NVIDIA, according to the report. It also says Micron has secured numerous supply commitment agreements and characterizes committed shipments as supporting the company’s AI-memory growth prospects. No shipment quantities, agreement terms, or timing for HBM4E are specified.
Key facts
- Micron has secured numerous supply commitment agreements and is co-designing its next-generation HBM4E chip with NVIDIA. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | — | Micron has secured numerous supply commitment agreements and is co-designing its next-generation HBM4E chip with NVIDIA. |