Micron Technology(US:MU) Xin Lang Cai Jing·2026-02-11 18:39Core Viewpoint - Micron Technology's stock price surged by 9.9% following the announcement of large-scale production of the new HBM4 memory chips, which are in high demand for AI computing systems [1] Group 1: Product Development - The company is currently delivering its latest generation high-bandwidth memory (HBM4) chips to customers [1] - The HBM4 chips are designed to assist AI computing systems in processing the vast amounts of data required for developing and running AI models [1] - Micron has started shipping HBM4 chips ahead of schedule, with expected shipment volumes to increase smoothly in the first quarter [1] Group 2: Financial Outlook - The timeline for HBM4 shipments has been advanced by one quarter compared to what was mentioned in the December earnings call [1]