- Micron commits long-term capital to expand global NAND manufacturing capacity
- New Singapore wafer production won’t start until second half of 2028
- Demand for AI infrastructure continues to put pressure on global memory supply chains
Micron has announced a $24 billion investment to expand memory manufacturing in Singapore, adding a large wafer manufacturing facility aimed at increasing the global supply of NAND.
The project comes as the global chip crisis continues to impact multiple technology sectors, driven largely by sustained demand for artificial intelligence infrastructure and data-intensive computing.
The company says the new plant will support growing demand for NAND over the next decade, although production is not expected to begin until the second half of 2028.
A long-term expansion plan
The new wafer facility will add more than 700,000 square feet of clean room space to Micron’s existing manufacturing complex in Singapore.
Wafer production is scheduled to begin several years from now, reflecting the long lead times required to bring advanced memory manufacturing capacity online.
Micron already produces the majority of its flash memory chips in Singapore, making the country a central pillar of its global manufacturing strategy.
In addition to the NAND expansion, Micron is also building a $7 billion advanced packaging plant at the same site to support high-bandwidth memory production. That facility is expected to begin contributing to supply in 2027.
However, analysts expect tight memory supply conditions to persist until the end of 2027, even as manufacturers announce new capacity.
The push toward high-bandwidth memory has absorbed manufacturing resources that could otherwise support conventional NAND and DRAM output.
This shift has contributed to shortages in several categories of memory, including those used in consumer electronics and enterprise storage.
Micron’s competitors are also accelerating their capacity plans. Samsung and SK Hynix have revealed their efforts to bring new production lines online sooner than previously planned.
Micron is also exploring additional expansion options, including talks to acquire a manufacturing site in Taiwan that could increase DRAM wafer production.
The expanded Singapore complex is expected to create approximately 1,600 jobs linked to NAND manufacturing, following earlier hires linked to the high-bandwidth memory plant.
Micron has said the facility will incorporate automation, robotics and smart manufacturing systems.
The Singapore government has welcomed the investment as reinforcing its role in the global semiconductor supply chain.
While Micron’s investment indicates confidence in long-term demand, the delay in starting production raises questions about how much relief it can provide in the short term.
The magnitude of the industry-wide shortage suggests that no facility, even one of this size, is likely to resolve supply constraints alone.
Through Asian Nikkeis
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