Memory-maker Micron says it is close to securing customers for all the high-bandwidth memory (HBM) it will make next year. Unsurprisingly, the company also predicts it will enjoy improved profit margins.

Speaking on the company’s Q4 2025 earnings call, CEO Sanjay Mehrotra said Micron now has six customers for its HBM products, almost all of which have agreed to “pricing agreements … for a vast majority of our HBM3E supply in calendar 2026.” The company is also “in active discussions with customers on the specifications and volumes for HBM4, and we expect to conclude agreements to sell out the remainder of our total HBM calendar 2026 supply in the coming months.”

Micron accounts for around a third of global DRAM and HBM production.

Mehrotra also said Micron finished its financial year wi

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