半导体芯闻·2026-02-12 10:37Core Viewpoint - Micron has officially launched the shipment of its sixth-generation High Bandwidth Memory (HBM4), breaking the expectation that Samsung and SK Hynix would dominate the supply chain for NVIDIA's upcoming AI accelerator, "Vela Rubin" [1]. Group 1: Micron's HBM4 Production and Market Position - Micron's CFO, Mark Murphy, announced that the company has entered the mass production phase of HBM4 and has begun shipping to customers [1]. - Murphy addressed recent rumors regarding HBM4's exit from the market, stating that the shipment volume is expanding smoothly and is ahead of the previously mentioned timeline by one quarter [1]. - The production capacity for HBM is steadily increasing as planned, with Micron's HBM capacity for 2026 already sold out, and the yield for HBM4 meeting expectations, providing speeds over 11Gbps [1]. Group 2: Competitive Landscape - Prior opinions suggested that Micron's HBM4 could not meet NVIDIA's requirement of over 11Gbps, placing it at a disadvantage against Samsung and SK Hynix in the supply competition [1]. - SemiAnalysis projected that SK Hynix and Samsung would capture 70% and 30% of the supply chain for NVIDIA's Vela Rubin, respectively [2].