$Micron Technology(MU)$ $Round

$Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$ Things are really heating up in the HBM4 space.

SK hynix just placed a 44.2B Won TC Bonder order with Hanmi.

The HBM4 ramp is clearly accelerating.

Jensen has certified Samsung, SK hynix, AND Micron for HBM4 – no more excuses now.

On pricing, buckle up: HBM4 today is at $16.60/GB. Bernstein sees it reaching $53/GB by 2027.

On the AI rack side: Morgan Stanley priced Vera Rubin racks at $7.8M. Bernstein thinks it could be $9.1M.

If you're still treating this like “just another semi cycle,” you might be missing the bigger picture. HBM is becoming the fuel powering the AI boom.

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