Micron Technology's AI Memory Plans Face Setbacks and $24 Billion Investment in Singapore
ByAinvest
Saturday, Feb 7, 2026 1:21 pm ET1min read
MU--
Micron Technology is not expected to be part of Nvidia's HBM4 supplier list due to performance limitations, but has announced a US$24b investment for a new wafer fabrication facility in Singapore to increase output of advanced NAND and HBM memory for AI workloads. The development raises questions about execution risk and timing for Micron's competitive position and earnings profile.
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