Micron stock drops as Samsung accelerates next-generation AI chip production
Micron Technology shares fell 2.3% in late trading on Monday after reports emerged that Samsung Electronics will begin mass production of the next generation of high-bandwidth memory chips ahead of schedule.
Samsung plans to start mass production of HBM4 chips this month to supply Nvidia's next-generation AI accelerator, Vera Rubin. According to reports, this new chip offers approximately 22% faster processing speeds than the previous HBM3E, with data transfer rates reaching up to 11.7 Gbps.
The accelerated production schedule may give Samsung an edge over Micron and SK Hynix in the competition to supply AI processors. HBM chips have higher profit margins than standard memory chips, and investors are concerned that Micron may lose market share in this sector.
Micron CEO Mehrotra stated that the company aims to ramp up its HBM4 capacity by the second quarter of 2026. Despite competitive pressure, Nvidia shares still rose about 3%, reflecting strong market demand for AI chips.
Analysts point out that the rapidly growing AI infrastructure market is reshaping the demand landscape for memory chips, and HBM has become a key factor influencing AI processor performance.
Editor: Zhang Jun SF065
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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