Nvidia exits from HBM4 supply list? Micron denies rumors: already in mass production and shipping.

Rumors were circulating before that Micron may be excluded from Nvidia's list of HBM4 suppliers, Micron's CFO Mark Murphy responded by saying: "There have been some inaccurate reports about the sixth generation high-bandwidth memory, but Micron has already started mass production of HBM4." He emphasized that Micron has started delivering HBM4 to customers and expects the shipping volume to increase significantly in the first quarter.