MU · News · 20261106N

Manufacturing Capacity Expansion

MICRON TECHNOLOGY INC · 2026-11-06 · Importance 39 · Surprise 42

Micron’s proposed Fab 11E project in Taoyuan, Taiwan, reportedly faced a near-stop in construction because of a labor dispute with a local union. The facility’s estimated investment is $3 billion to $4.5 billion. Taiwan accounts for roughly 60% of Micron’s DRAM output, making a prolonged delay relevant to production planning and future supply.