Micron Technology is positioning Taiwan as its global center for DRAM and HBM manufacturing. The company acquired PSMC’s P5 wafer fab for approximately $1.8 billion.
This expansion aims to increase production capacity to meet explosive AI-driven demand. Micron has already finalized HBM supply agreements through 2026.
Mass production of next-generation HBM4 is scheduled to begin this year. The move leverages Taiwan’s semiconductor ecosystem to solidify Micron’s leadership in the high-bandwidth memory market.