Micron Technology
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Interesting GTC presentation yesterday....
You may recall the rumour mill being promulgated by 'Taiwan'-MU excluded from Nvidia Vera Rubin. We said at the time it was untrue and yesterday the CEO slammed the door and put it to bed.The announcements now confirm that Micron’s HBM4 is indeed in high‑volume production for NVIDIA’s Vera Rubin platform. Micron publicly stated at GTC 2026 that its 36 GB 12‑high HBM4 designed for Vera Rubin is shipping in volume and was already moving into customers’ hands in Q1 2026. That directly contradicts the “Micron is excluded” narrative that surfaced in some Taiwan industry blogs and speculative supply‑chain snippets.
Those Taiwan “news rags” have a long track record of recycling unsubstantiated hearsay, quoting unnamed sources about supply shares, “Micron being sidelined,” or shipment delays — often without follow‑up confirmations. In this case, Micron’s own statements and multiple confirmed wide‑coverage reports show those rumours were just that: rumours, not facts. The market has now moved past speculation and onto actual production and supply confirmation.
Micron îs also sampling 16 high HBM4 ahead of everyone else!
Weak minded investors lost billions, believing these reports-so their plan succeeded-as we have mentioned before, the media has form writing hit pieces at the behest of short sellers.
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What we have been saying for the past year....happy days
SK Group Chairman Chey Tae-won: “Chip supply shortages will persist through 2030… a price stabilisation plan will be announced soon.”
SK Group Chairman Chey Tae-won said the global memory chip shortage is likely to persist for another four to five years, lasting through 2030.
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here is the proof-from Microns investor relations portal....
