MU is trading 5.1% up today at $789.68 after the company highlighted a faster-than-expected ramp of its sixth-generation HBM4 AI memory and improving yields.
- Micron’s accelerated HBM4 roadmap and yield improvements are boosting investor confidence in its ability to meet surging AI demand.
- The stock is also gaining on news that TSMC will use Micron’s HBM4 for Nvidia’s upcoming Rubin GPU base logic dies, reinforcing its strategic position in the AI ecosystem.