Micron plans to invest $24B over the next decade to build a 700,000-square-foot memory chip facility in Singapore, with wafer output set to start in H2 2028
US company says new wafer fabrication facility to meet growing demand — U.S. memory chipmaker Micron Technology announced on Tuesday …
Reuters
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Discussion
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@zephyr_z9
@zephyr_z9
on x
Wafer output will begin in 2H28 This is expected [image]
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@jukan05
Jukan
on x
Ultimately, memory makers have no choice but to expand capacity, and that will keep the memory industry cyclical. That said, it doesn't mean memory stocks will fall right away. Micron's Singapore NAND fab won't come online until 2028, so it doesn't undermine the view that the
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@pythiar
@pythiar
on x
Begun, the memory capex supercycle has. [image]
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@jukan05
Jukan
on x
@zephyr_z9 In my view, Micron seems to believe eSSD will be as valuable as HBM. Why would they build a NAND fab on that greenfield site instead of an HBM-focused fab?
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@dnystedt
Dan Nystedt
on x
Micron will invest US$24 billion to build a massive NAND Flash memory chip fab in Singapore amid a shortage of the chips, with output seen in 2028, media report, adding 98% of Micron's NAND chips are made in Singapore now and it is currently building a $7 billion HBM packaging
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@jukan05
Jukan
on x
Micron is the first to announce a NAND capacity increase, excluding Kioxia and YMTC. https://investors.micron.com/ ...
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r/singapore
r
on reddit
Micron breaks ground on new Singapore facility, plans to invest US$24 billion over 10 years
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r/hardware
r
on reddit
Micron plans $24-billion memory chipmaking plant in Singapore