Micron Earnings Concerns and HBM4 Redesign Fears

about 1 month ago

Jose Najarro

"Now, what if you're not a Micron shareholder like me, you're probably crying, right? Cuz we've been actually talking about this stock in the 80s saying that this has the opportunity to grow. Even though I don't own some stocks, I still cover them and share my overall thoughts for Micron. With upcoming earnings there are a lot of fears within Micron. So recently there have been reports that Micron is redesigning HBM4 and they've confirmed that 2026 is pretty much fully booked out. Now with Micron reporting earnings, it does seem like bearish news are coming out again. We've seen that in local Korean media reports, Samsung is expected to supply 30% of Nvidia's total HBM4, while Micron will likely supply less than 10%."

The speaker reviews Micron's situation ahead of its earnings report, noting fears around a redesign of HBM4 and weaker market share compared to Samsung. Despite the bearish concerns emerging from media reports, he remains cautious and intends to listen for further clarity during the call.

Related Stocks