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Micron Ships HBM4 to Key Customers to Power Next-Gen AI Platforms

1. Micron shipped HBM4 36GB samples, enhancing AI memory performance. 2. HBM4 provides over 60% better performance than the previous generation. 3. Power efficiency improved by 20% over HBM3E, maximizing data center efficiency. 4. HBM4 targets evolving needs in generative AI applications. 5. Micron plans for a ramp in HBM4 production in 2026.

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Why Bullish?

The launch of HBM4 elevates Micron's competitive position in AI memory. Historically, key product launches have positively impacted MU's stock trajectory.

How important is it?

Strong advancements in product technology signify Micron's growth and increased market share potential. Given the growing importance of AI, this development is crucial.

Why Long Term?

The ongoing requirement for AI technology will sustain demand for HBM4. Similar past advancements have demonstrated lasting positive effects on stock performance.

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A Media Snippet accompanying this announcement is available in this link. BOISE, Idaho, June 10, 2025 (GLOBE NEWSWIRE) --  The importance of high-performance memory has never been greater, fueled by its crucial role in supporting the growing demands of AI training and inference workloads in data centers. Micron Technology, Inc. (Nasdaq: MU), today announced the shipment of HBM4 36GB 12-high samples to multiple key customers. This milestone extends Micron’s leadership in memory performance and power efficiency for AI applications. Built on its well-established 1ß (1-beta) DRAM process, proven 12-high advanced packaging technology and highly capable memory built-in self-test (MBIST) feature, Micron HBM4 provides seamless integration for customers and partners developing next-generation AI platforms. A leap forwardAs use of generative AI continues to grow, the ability to effectively manage inference becomes more important. Micron HBM4 features a 2048-bit interface, achieving speeds greater than 2.0 TB/s per memory stack and more than 60% better performance over the previous generation.1 This expanded interface facilitates rapid communication and a high-throughput design that accelerates the inference performance of large language models and chain-of-thought reasoning systems. Simply put, HBM4 will help AI accelerators respond faster and reason more effectively. Additionally, Micron HBM4 features over 20% better power efficiency compared to Micron’s previous-generation HBM3E products, which first established new, unrivaled benchmarks in HBM power efficiency in the industry.2 This improvement provides maximum throughput with the lowest power consumption to maximize data center efficiency.2 Generative AI use cases continue to multiply, and this transformative technology is poised to deliver significant benefits to society. HBM4 is a crucial enabler, driving quicker insights and discoveries that will foster innovation in diverse fields such as healthcare, finance and transportation. "Micron HBM4’s performance, higher bandwidth and industry-leading power efficiency are a testament to our memory technology and product leadership," said Raj Narasimhan, senior vice president and general manager of Micron’s Cloud Memory Business Unit. "Building on the remarkable milestones achieved with our HBM3E deployment, we continue to drive innovation with HBM4 and our robust portfolio of AI memory and storage solutions. Our HBM4 production milestones are aligned with our customers’ next-generation AI platform readiness to ensure seamless integration and volume ramp." Intelligence Accelerated: Micron’s role in the AI revolutionFor nearly five decades, Micron has pushed the boundaries of memory and storage innovation. Today, Micron continues to accelerate AI by delivering a broad portfolio of solutions that turn data into intelligence, fueling breakthroughs from the data center to the edge. With HBM4, Micron reinforces its position as a critical catalyst for AI innovation and a reliable partner for our customers’ most demanding solutions. Micron plans to ramp HBM4 in calendar year 2026, aligned to the ramp of customers’ next-generation AI platforms. For more information on Micron HBM4, visit https://www.micron.com/products/memory/hbm. Additional resources: HBM4 rendered product image About Micron Technology, Inc.Micron Technology, Inc. is an industry leader in innovative memory and storage solutions, transforming how the world uses information to enrich life for all. With a relentless focus on our customers, technology leadership, and manufacturing and operational excellence, Micron delivers a rich portfolio of high-performance DRAM, NAND, and NOR memory and storage products through our Micron® and Crucial® brands. Every day, the innovations that our people create fuel the data economy, enabling advances in artificial intelligence (AI) and compute-intensive applications that unleash opportunities — from the data center to the intelligent edge and across the client and mobile user experience. To learn more about Micron Technology, Inc. (Nasdaq: MU), visit micron.com. © 2025 Micron Technology, Inc. All rights reserved. Information, products, and/or specifications are subject to change without notice. Micron, the Micron logo, and all other Micron trademarks are the property of Micron Technology, Inc. All other trademarks are the property of their respective owners. Micron Product and Technology Communications Contact: Mengxi Liu Evensen+1 (408) 444-2276productandtechnology@micron.com Micron Investor Relations ContactSatya Kumar+1 (408) 450-6199satyakumar@micron.com 1 Based on internal Micron HBM4 testing and published HBM3E specifications (2.0 TB/s vs. 1.2 TB/s). 2 Based on internal Micron simulation projections in comparison to Micron HBM3E 36GB 12-high and similar competitive products.

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