Product
1 storyThe modules use monolithic 32Gb dies to enable up to 2TB capacity per 8-channel CPU, according to Micron's May 2024 announcement. This positions Micron to compete directly in high-capacity memory for long-context LLM inference, where density and power efficiency are critical differentiators against HBM alternatives.
Capacity & Supply
2 storiesThe South Korean chipmaker and its union failed to reach agreement on Wednesday, with the union leader confirming plans for a full strike. A work stoppage threatens production of AI chips and other semiconductors at a time of high demand for advanced processors.
Arizona Fab 1 reached high-volume N4 production in Q4 2024, with Fab 2 (N3) structure complete for 2028 ramp and Fab 3 groundbreaking in April 2025 targeting N2/A16 by 2030. The project faces persistent water demand of up to 16.4M gallons daily, skilled worker shortages, and visa delays for Taiwanese engineers, complicating TSMC's $165B cumulative Arizona investment.
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