Micron to double HBM capacity to ~100K wafers/month; Galbot humanoid robot hits 200 pre-orders in a day
创业邦 · wechat · 2026-09-05
Highlights from this industry digest:
- Micron HBM expansion: plans to add up to 60K wafers/month by year-end, bringing total HBM capacity to 100K wafers/month — more than double last year's 40-50K — targeting HBM4 12-high products to catch up with Samsung and SK hynix.
- Galbot humanoid pre-orders: the ET1 humanoid robot, built on Galbot's in-house embodied model trained on 100K hours of human motion data, took over 200 orders in 24 hours; aimed at tourism, entertainment and retail display.
- Doubao phone: ByteDance and ZTE's nubia NaviX Ultra will use CXMT's 10667Mbps LPDDR5X, the first mass-production deployment of domestic high-speed memory.
- Also: Apple's foldable iPhone reportedly producing only hundreds of units daily due to strict QC, against a 8-10M unit annual target; eVTOL maker Times Technology's first plant to complete by 2026.
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