Micron Technology shares fell on Monday as reports questioned the company's status in Nvidia's upcoming Vera Rubin GPU lineup. A research report indicated that Micron's HBM4 memory chips might fail to meet pin-speed requirements for the initial platform release.
Samsung Electronics concurrently announced it will start mass production of HBM4 for the same Nvidia hardware. This development highlights the intense competition among memory manufacturers for positions in the AI hardware supply chain.
Mizuho analysts labeled the market reaction as an overreaction to moronic press. The firm reiterated a positive outlook on Micron's competitive standing despite the reported technical hurdles.