Micron plans to double its high-bandwidth memory production capacity compared to last year. The company will promote aggressive equipment investment before the end of the year to strengthen the supply capacity of next-generation HBM-HBM4 12-layer products. This move is intended to make up for the shortfall in HBM's production capacity compared to Samsung Electronics and SK Hynix, and increase market share. According to industry news on the 3rd, Micron plans to increase HBM's production capacity by up to 60,000 tablets per month by the end of this year. Micron's monthly production of HBM remained at the level of 40,000 to 50,000 tablets last year, and this year's net increase will exceed last year's original production capacity. An industry insider familiar with related businesses said, “Micron is investing in large-scale equipment to rapidly increase HBM4 production capacity. By the end of this year, we will achieve a monthly HBM production capacity of about 100,000 tablets.” To meet these production capacity targets, Micron is increasing purchase orders with a number of HBM manufacturing equipment manufacturers.

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