MU · News · 20261106N

Taiwan Manufacturing Capacity

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

A report said construction had largely stopped at Micron’s proposed Fab 11E project in Taoyuan, Taiwan, because of a labor dispute with a local union. The facility’s estimated investment is $3 billion to $4.5 billion. The report stated that Taiwan accounts for roughly 60% of Micron’s DRAM output, so a prolonged disruption could affect production planning and future supply.

Key facts

• Taiwan accounts for roughly 60% of Micron's DRAM output. source
• Micron's proposed Fab 11E facility in Taoyuan, Taiwan, carries an estimated investment of $3 billion to $4.5 billion. source