Micron Technology faces increased investor scrutiny over its standing in the high-bandwidth memory (HBM) market. An analyst report issued on March 6, 2026, downgraded the company’s rating.
Samsung plans to release HBM4E memory chip samples in the second half of 2026. This timeline aligns with the launch of Nvidia’s next major AI platform.
Micron expects to begin HBM4 production in early 2026. The company has already sold out its entire 2026 HBM supply. However, Samsung’s accelerated development creates uncertainty regarding Micron’s long-term market share.