/
Navigation
Chronicles
Browse all articles
Explore
Semantic exploration
Research
Entity momentum
Nexus
Correlations & relationships
Story Arc
Topic evolution
Drift Map
Semantic trajectory animation
Posts
Analysis & commentary
Pulse API
Tech news intelligence API
Browse
Entities
Companies, people, products, technologies
Domains
Browse by publication source
Handles
Browse by social media handle
Detection
Concept Search
Semantic similarity search
High Impact Stories
Top coverage by position
Sentiment Analysis
Positive/negative coverage
Anomaly Detection
Unusual coverage patterns
Analysis
Rivalry Report
Compare two entities head-to-head
Semantic Pivots
Narrative discontinuities
Crisis Response
Event recovery patterns
Connected
Search: /
Command: ⌘K
Embeddings: large
TEXXR

Chronicles

The story behind the story

days · browse · Enter similar · o open

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

Discussion

  • @zephyr_z9 @zephyr_z9 on x
    Wafer output will begin in 2H28 This is expected [image]
  • @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
  • @pythiar @pythiar on x
    Begun, the memory capex supercycle has. [image]
  • @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?
  • @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
  • @jukan05 Jukan on x
    Micron is the first to announce a NAND capacity increase, excluding Kioxia and YMTC. https://investors.micron.com/ ...
  • r/singapore r on reddit
    Micron breaks ground on new Singapore facility, plans to invest US$24 billion over 10 years
  • r/hardware r on reddit
    Micron plans $24-billion memory chipmaking plant in Singapore