Micron Technology, Inc. (NASDAQ:MU) is one of the Best Semiconductor Stocks to Invest In Now. On March 16, the company announced that it started volume shipment of HBM4 36GB 12H in Q1 of CY 2026. It has been designed for NVIDIA Vera Rubin. With HBM4, Micron Technology, Inc. (NASDAQ:MU) achieves more than 11 Gb/s pin speeds, allowing a bandwidth of over 2.8 TB/s. This demonstrates a 2.3 times bandwidth and over 20% power efficiency improvement compared to its HBM3E.

Micron Technology, Inc. (NASDAQ:MU) noted that the next leg of growth in AI will be characterized by tightly integrated platforms that are developed via joint engineering innovations. Therefore, the company’s collaboration with NVIDIA makes sure that compute and memory are developed to scale together. Micron Technology, Inc. (NASDAQ:MU) tagged HBM4 as the engine of AI, which offers exceptional bandwidth, capacity, and power efficiency.

With HBM4 36GB 12H, together with the industry’s first SOCAMM2 and Gen6 SSD in high-volume production, Micron Technology, Inc. (NASDAQ:MU)’s memory and storage help in unlocking the full potential of next-gen AI.

Micron Technology, Inc. (NASDAQ:MU) provides innovative memory and storage solutions. Its operations are divided into the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU).

While we acknowledge the potential of MU as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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