Micron plans a large equipment investment to raise supply of its latest-generation HBM4 12-layer product, targeting up to 60,000 wafers/month of additional HBM capacity by year-end. Micron's HBM output was about 40,000–50,000 wafers/month last year, so the planned capacity would more than double last year's production.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.