October 9, 2026TechnologyStocks·Bullish·technology
Micron COO says custom HBM4 and HBM4E will command higher ASPs and stronger margins
Micron's COO says its custom HBM4 and HBM4E memory will command higher average selling prices and deliver stronger margins. HBM4 uses a 1β core die with an in-house base die, while HBM4E uses a 1γ core die with an external foundry base die expected from TSMC, and NVHBM, designed with NVIDIA, uses the same external base die.
Detected & updated continuously · Source: Nebula