MU · News · 20261105N

Manufacturing Capacity Expansion

MICRON TECHNOLOGY INC · 2026-11-05 · Importance 46 · Surprise 42

Micron has reportedly largely halted construction of its planned Taoyuan, Taiwan, facility amid a prolonged labor dispute. The plant was intended to produce high-bandwidth memory (HBM) and DRAM using ASML equipment, with a reported budget of $3 billion to $4.5 billion. It had previously been scheduled to begin operations in 2028, so a delay could affect the timing of production expansion for AI-related memory.

Key facts

• Micron’s planned Taoyuan facility was expected to produce high-bandwidth memory and DRAM using ASML equipment; the project had a $3B–$4.5B budget and was previously scheduled to begin operations in 2028. source
• Micron has six facilities planned over the next two years; three are expected to be ready by mid-2027 and the remaining three in 2028. source