Might be related to positives made by Nomura. Also possibly this that came out at ~08:00am:
Altera and Micron Lead Industry with FPGA and Hybrid Memory Cube Interoperability
Industry's First FPGA and Hybrid Memory Cube Demonstration Sets the Path for Altera's Generation 10 FPGA and SoC Breakthrough Performance
SAN JOSE, Calif. and BOISE, Idaho , Sept. 4, 2013
SAN JOSE, Calif. and BOISE, Idaho , Sept. 4, 2013 /PRNewswire/ -- Altera Corporation (NASDAQ: ALTR) and Micron Technology, Inc. (NASDAQ: MU) ("Micron") today announced they have jointly demonstrated successful interoperability between Altera Stratix(R) V FPGAs and Micron's Hybrid Memory Cube (HMC). This technology achievement enables system designers to evaluate today the benefits of HMC with FPGAs and SoCs for next-generation communications and high- performance computing designs. The demonstration provides an early proof point that production support of HMC will be delivered with Altera's Generation 10 portfolio, in alignment with market timing, and includes both Stratix 10 and Arria 10 FPGAs and SoCs.