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Micron Technology's stock price fell 2.3% at the close on Monday, amid reports that Samsung Electronics will begin large-scale production of a new generation of high-bandwidth memory chips ahead of schedule. Samsung plans to start mass production of the HBM4 chip this month, supplying it to NVIDIA for their next-generation AI accelerator Vera Rubin. Reports suggest that this chip offers a 22% improvement in processing speed compared to the previous generation HBM3E, with a data transfer rate of up to 11.7 Gbps.
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