On September 4, news emerged that Micron is set to make substantial investments in equipment by the year's end, aiming to bolster the supply capability of its cutting-edge HBM4 12-layer products. Anticipations are high that by the close of the year, Micron will augment its HBM production capacity by up to 60,000 wafers per month. In comparison, its monthly output hovered around 40,000 to 50,000 wafers last year, indicating a doubling of production capacity.
