Micron completed price-and-volume agreements for its entire calendar-2026 HBM supply, including HBM4
Micron CY2026 HBM supply contractedobserved
| Value kind | observed — Reported measurements, counts, and specifications keep the precision and scope stated by their source; an exact specification is not treated as a range. |
|---|---|
| Scope | Micron supplier disclosure at 2025-12-17; not all suppliers and not an allocation to a specific buyer. |
| As of | 2025-12-17 |
| Source | Micron — Micron FQ1 2026 earnings presentation, December 17, 2025. · FQ1 2026 prepared remarks; HBM calendar-2026 price-and-volume agreements |
| Review | checking…review by 2026-12-17 · standard cadence |
| Recorded changes | last 2026-09-16 · 4 revisions tracked |
| Claim id | all-three-suppliers-entire-2026-hbm-output-pre |
Where the guide uses it
← Full numbers register — every date-stamped figure in the guide, with revision history.