Micron to Double HBM Capacity to 100K Wafers per Month

Micron plans to add up to 60K wafers per month of HBM capacity by year-end, roughly doubling output to about 100K wafers monthly with a focus on 12-layer HBM4, challenging the Samsung–SK Hynix duopoly.

2026-09-12 ~ 2026-09-13 · 2 related posts

• Micron to nearly double HBM capacity to 100K wafers/month by year-end, challenging Samsung and SK Hynix — zephyr_z9 · 2026-09-12
• Micron Accelerates HBM4 Expansion, Capacity to Hit ~100K Wafer Starts/Month — Beth_Kindig · 2026-09-13