$Micron Technology(MU)$ SK hyn

$Micron Technology(MU)$ SK hynix just placed a 44.2B Won TC Bonder order with Hanmi, which signals that the HBM4 ramp is picking up speed. Jensen has now certified HBM4 from all three: Samsung, SK, and Micron.

Current HBM4 pricing is at $16.60/GB, and Bernstein is forecasting it to reach $53/GB by 2027.

For the Vera Rubin racks, MS estimates $7.8M, while Bernstein estimates $9.1M.

This is a massive tailwind for memory players—high-bandwidth memory demand is only accelerating. Keep an eye on MU.

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