Micron outlined its HBM4 production ramp timeline in the 2026 Q1 earnings transcript, targeting a start in calendar Q2 2026 with broader scaling through the second half of the year.
Generated by Dafinchi AI. Source-grounded AI analysis, not investment advice.
What timeline did Micron provide for HBM4 production ramp in 2026?
Micron said HBM4 would begin ramping in calendar Q2 2026 and also described the product as on track to ramp in the second half of calendar 2026, aligned with customer product ramps.12
The comments imply a production ramp starting around calendar Q2 2026, with the company expecting that ramp to progress through the second half of calendar 2026 as customer platforms launch and scale.12
Micron’s stated timeline was that HBM4 production would start ramping in calendar Q2 2026, with the broader ramp unfolding through the second half of calendar 2026 and supported by expected high yields.12
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