MU · News · 20261102N

Manufacturing Capacity Expansion

MICRON TECHNOLOGY INC · 2026-11-02 · Importance 34 · Surprise 42

Samsung Electronics, SK Hynix, and Micron are increasing investment in AI memory production, supported by long-term supply contracts that provide greater demand certainty for high-bandwidth memory (HBM). The report describes a shift away from traditional market-dependent capacity adjustments toward securing manufacturing infrastructure ahead of demand. The companies’ medium- and long-term plans focus on HBM and expanding production facilities globally; no Micron-specific capacity amount or site is given.