80% booked for HBM4 Good sign

80% booked for HBM4 Good sign for Technology

Micron -10%: Pressure from Google + OpenAI — Has Memory Thesis Changed?

Micron fell 9.88% today to $321.80, with a 12.4% intraday range and abnormally high volume of 73.83 million shares. This marks the sixth consecutive day of declines, with a total drawdown exceeding 23% from its mid-March peak. Google’s TurboQuant AI compression algorithm significantly improves inference efficiency, reducing per-unit compute demand for HBM and DRAM. OpenAI failed to follow through on its plan to purchase 40% of global memory supply and terminated a $71 billion procurement agreement with SK Hynix. Can Micron hold $320? Has memory investment thesis fundamentally changed?

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