$Micron Tech(MU.US) Recent rumors about HBM4 have indeed caused significant market volatility. Especially around February 9, 2026, reports from South Korean media and some independent analysis institutions (such as SemiAnalysis) claimed that "Micron is encountering obstacles in HBM4 certification, and its share may drop to zero," causing Micron's stock price to plummet at one point.

In response to these rumors, executives from NVIDIA (CFO Colette Kress) and Micron have both given very direct "clarifications" and responses at public events in recent days:

1. Micron CFO's direct rebuttal (the most timely clarification)

At an automotive and semiconductor investment conference on February 11, 2026 (this Wednesday), Micron Technology's CFO strongly refuted the rumors of "certification failure" and "being removed from HBM4 supply":

* Dismissed as "inaccurate reporting": The Micron CFO stated these rumors are "extremely inaccurate reports."

* Confirmed mass production and shipment: He clearly stated that Micron is already in the **High Volume Production** phase for HBM4 and has begun shipping to customers.

* Ramp-up ahead of schedule: Micron is accelerating HBM4 shipments this quarter, with progress even a quarter ahead of the original plan.

* Performance metrics: He emphasized that Micron's product performance fully meets and exceeds the 11Gbps standard, expressing high confidence in reliability.

>