Ricky Gremmelmaier’s Post

Micron breaks ground on $24bn NAND wafer fab in Singapore Micron Technology has commenced construction on a next-generation advanced wafer fabrication facility in Singapore, a $24bn investment aimed at expanding global #NAND flash production capacity. The new fab, located within Micron’s established NAND manufacturing campus, is designed to support high-volume production of advanced NAND memory to serve surging demand from artificial intelligence, data centre, and storage applications. NAND is a type of #flashmemory used in solid-state drives, USB drives, and other #storage devices to retain data without power. Once completed, the fab will become Singapore’s first double-storey wafer fabrication plant, and will encompass 700,000 sqft of cleanroom space.  Construction is underway with wafer output slated to begin in the second half of 2028. How the move will bolster R&D goals The expansion reinforces Micron’s strategy of co-locating R&D, advanced packaging and wafer production.  The wafer fab alone is expected to generate about 1,600 new jobs in engineering, operations and automation roles.  The fab is being constructed with advanced automation and AI-assisted process systems to drive yield and throughput. It will house cleanrooms precisely controlled for particulate levels, temperature, and humidity to support photolithography, etching, deposition, and other critical front-end processes. “This investment solidifies Micron’s long-term commitment to Singapore as a critical hub in our global manufacturing network,” said Manish Bhatia, Executive Vice President of Global Operations at Micron. Earlier this month, the company signed a $1.8bn letter of intent to acquire a fabrication site in Taiwan, adding an established 300,000 sqft cleanroom facility to accelerate #DRAM wafer production from 2027. Sustainability and industry impact The project is being designed to meet leadership in energy and environmental design standards. The facility is planned to comply with LEED standards and include programs for greenhouse gas reduction, water recycling, and waste minimisation. https://lnkd.in/ddzWZbXd Personal addition 🤓: I see signs that production volumes are finally getting expaneded in CAPEX is going uop, hopefully it si enough. #embedded #embeddedsystems #IIOT #industry40 #SSD #DRAM #automation #automotive #electronics #semiconductor #technology Samsung Electronics KIOXIA Group SK hynix Sandisk Solidigm Yangtze Memory Technologies altec ComputerSysteme GmbH

Micron’s US$24b Singapore Fab Tests AI Memory Growth Story: Micron Technology broke ground on a new advanced wafer fabrication facility in Singapore, a project valued at about US$24b. The facility is planned to support NAND production, high bandwidth memory packaging and closer integration with research and development. The expansion is expected to add thousands of highly skilled jobs while targeting lower environmental impact in its operations. Micron Technology, NasdaqGS:MU, is moving ahead with this large Singapore buildout at a US$379.4 share... http://dlvr.it/TQmTlW #Micron #Singapore #Technology

Micron's $24 billion investment in expanding its memory manufacturing capacity in Singapore will help alleviate the strained memory markets. The new wafer fabrication facility, expected to begin production in the second half of 2028, will support the growing demand for NAND over the next decade. #Micron #memorymanufacturing #Singaporeexpansion

Micron Technology is undertaking massive construction projects to expand its production capacity amid a severe memory chip shortage. The company is investing $50 billion to more than double its Boise campus with two new wafer plants, expected to be operational by the end of 2028. Additionally, Micron has started building a $100 billion wafer plant complex near Syracuse, marking the largest private investment in New York State history. - $50 billion expansion includes two new wafer plants in Boise, with initial production by mid-2027. - $100 billion wafer plant complex under construction near Syracuse as part of a $200 billion U.S. expansion plan. This large-scale construction effort highlights significant growth and investment in semiconductor manufacturing infrastructure. Read more: https://lnkd.in/gnE-NMt5 #PRESWERX #NewYorkConstruction

Micron Technology is undertaking massive construction projects to expand its production capacity amid a severe memory chip shortage. The company is investing $50 billion to more than double its Boise campus with two new wafer plants, expected to be operational by the end of 2028. Additionally, Micron has started building a $100 billion wafer plant complex near Syracuse, marking the largest private construction investment in New York State history. - $50 billion expansion includes two new wafer plants in Boise, with initial production by mid-2027. - $100 billion wafer plant complex under construction near Syracuse, NY. - These projects represent significant construction and engineering efforts supporting the semiconductor industry. This expansion highlights a major boost in construction activity driven by the tech sector’s urgent capacity needs. Read more: https://lnkd.in/gs7pUQef #PRESWERX #NewYorkConstruction

Calls for relocating forty percent of Taiwan’s chip capacity sound strategic, but semiconductor manufacturing isn’t modular. Leadership comes from decades of clustered talent, suppliers, tooling, and yield learning that compound over time and resist rapid geographic duplication at industrial scale. Even with historic U.S. incentives, capacity migration hits hard limits. TSMC’s massive American investment proves expansion is possible, but higher costs, labor constraints, and slower yield ramps show these fabs complement Taiwan rather than replace its core manufacturing base globally. For companies sourcing electronic components, this reality reshapes strategy. Supply risk won’t vanish through reshoring alone. Buyers must plan earlier, diversify relationships, and understand where capacity truly resides, because geographic concentration will continue influencing pricing, lead times, and availability globally. Find Parts: https://chipstock.com/ #FabEconomics #ChipStock #CostPressure #Fab

Micron Technology breaks ground on $24bn NAND wafer fab in Singapore The US-based producer of advanced semiconductor memory and storage solutions has begun construction on a double-storey NAND fabrication facility that features 700,000 sqft of cleanroom space “This investment solidifies Micron’s long-term commitment to Singapore as a critical hub in our global manufacturing network,” said Manish Bhatia, Executive Vice President of Global Operations at Micron. To read more, follow the link to the article here: https://lnkd.in/ercGp28c #cleanroomdesign #NAND #Singapore #waferfab

Semiconductor Manufacturing International Corp (SMIC), China’s largest contract chipmaker, announced plans to significantly expand wafer production capacity in response to booming domestic demand from local chip designers. The company said it will add about 40,000 12-inch equivalent wafers of monthly capacity by the end of 2026, following previous expansions in 2025, as it seeks to meet robust orders for logic, memory, and analog chips. SMIC reported a 60.7% jump in fourth-quarter profit and a 12.8% rise in revenue, driven by strong utilization rates and higher shipments, highlighting resilience in a challenging global semiconductor landscape. Co-CEO Zhao Haijun stated that “high capital spending drove rapid revenue growth but also placed considerable depreciation pressure on gross profit margins,” reflecting the trade-off between expansion and profitability. Strong AI memory demand is also straining supply for other sectors, adding to cost pressures. #SMIC #Semiconductors #ChipManufacturing #WaferCapacity #AIChips #TechGrowth #TechIndustry #ExecutiveInsights #ChinaTech #SupplyChain #FoundryExpansion #InvestmentNews #ReutersNews #ChipDemand #CapacityExpansion

Fab expansion is accelerating — and the ripple effect is already visible across the supply chain. A recent Reuters report highlights TSMC 's massive U.S. investment push, including expanded Arizona fabs as part of a broader $250B Taiwan–U.S. investment framework. With AI demand surging, leading foundries are scaling advanced manufacturing capacity at an unprecedented level. This isn’t just about building more fabs. While analyzing the semiconductor precision parts market, Arizton Advisory & Intelligence had projected that increasing investments in semiconductor fabs by major players such as TSMC Washington, Intel Corporation, Samsung Semiconductor, and other foundries would generate strong demand for customized high-precision parts. When you connect the dots, the alignment is clear: • Reuters shows the capital deployment happening now • Arizton’s research explains the downstream impact • Advanced fabs require ultra-tight tolerance components • Capacity expansion structurally lifts demand for precision engineering Every new fab doesn’t just increase wafer output — it increases demand for vacuum chambers, electrostatic chucks, wafer handling systems, and other highly specialized components that keep these facilities running at nanometer precision. The takeaway? Fab investment cycles are becoming ecosystem expansion cycles. And the precision parts segment is one of the quiet but critical beneficiaries of this transformation. #Semiconductors #FabExpansion #TSMC #PrecisionEngineering #AIChips #SupplyChain #MarketInsights

💥 Three Chinese chip equipment vendors reportedly broke into the global top 20 by sales last year—with Naura even climbing to No. 5, trailing only ASML, Applied Materials, Lam Research, and Tokyo Electron. 👀 Chinese supplier AMEC also entered the rankings at No. 13, with its core etching systems reportedly used in 5nm chip production. 💡More: https://buff.ly/Vf2ztfX 🔗 #Naura #China #AMEC