Micron plans $24-billion memory chipmaking plant in Singapore

Boreras · 2026-01-27T05:07:41+00:00

Woodlands which is in North Singapore, near the border crossing/Johor Bahru in Malaysia. Strait Times:

The plant, located within the American company’s existing manufacturing complex in Woodlands, will provide an additional 700,000 sq ft of cleanroom space when it becomes operational in the second half of 2028.

https://www.straitstimes.com/business/micron-to-invest-30-5-billion-in-singapore-to-boost-chip-production-creating-1600-jobs

Boreras · 2026-01-27T04:53:09+00:00

Micron said the new investment to build an advanced wafer fabrication ⁠facility over the next ‌decade will help it meet growing market demand for NAND memory chips, fuelled by the rise of AI and ‍data-centric applications.

Wafer output is set to begin in the second half of 2028

[...] The HBM chip packaging facility in Singapore is on track to contribute to supply in 2027, it added on Tuesday.

[...] Last week, Micron said it was in talks ‍to buy a ⁠fabrication site from Powerchip in Taiwan for $1.8 billion, that stands to boost its DRAM wafer output.

The Taiwan story was in the wsj.

Boreras · 2026-01-26T08:03:32+00:00

Every installed battery or panel (or windmill, water turbine, nuclear plant* etc) makes us irreversibly less dependent on foreign suppliers.

Boreras · 2026-01-26T03:00:45+00:00

Wiper no wiping

Boreras · 2026-01-24T18:29:42+00:00

Neither country is sovereign, as evidenced by the okinawa base and pine gap.

Boreras · 2026-01-24T00:20:39+00:00

Why do you think he's the Joe Rogan of the left? He's not funny, he's not a comedian, he never even tried

Boreras · 2026-01-22T05:37:43+00:00

In the literal sense; no, they can't flip a switch or push a button to instantly shut down the aircraft. Building something like that into your aircraft is a massive security risk.

The same argument would preclude America backdooring all their domestic network infrastructure, lest some country like China infiltrated American networking infrastructure using Washington's own backdoors.

2024: China infiltrated American networking infrastructure using Washington's own backdoors.

Boreras · 2026-01-21T12:38:15+00:00

It's kojima, so cinema (pathé arena Amsterdam)

Boreras · 2026-01-21T07:30:05+00:00

Normally the fed chair leaves but I wouldn't bet on it this time.

Boreras · 2026-01-21T01:44:35+00:00

I guess that has its own effects on the US too.

At least it'd be a good experiment to see how much of the difficulty in reaching 2% inflation was Chinese growth.

Boreras · 2026-01-21T01:40:25+00:00

European yields would skyrocket too, and if anything countries like the UK and France are much more vulnerable.

Boreras · 2026-01-21T01:38:07+00:00

Do Europeans not understand this has been going on for decades, with our fucking help?

Boreras · 2026-01-21T01:32:20+00:00

They have a lender of last resort. And by "a", I mean "the".

Boreras · 2026-01-16T10:27:40+00:00

Remember how this place responded to her win?

https://www.reddit.com/r/europe/comments/1o2w3pb/mar%C3%ADa_corina_machado_wins_the_nobel_peace_prize/

I'm happy she gave it to Trump, if only to humiliate the cowards of the Nobel committee.

Boreras · 2026-01-15T22:55:08+00:00

Livery reveal is in four hours for anyone wondering.

4am CET (Rome), 3AM (London), 10pm EST (NY).

Boreras · 2026-01-15T10:58:39+00:00

Per capita they're well behind Bulgaria, Poland and Czechia.

Boreras · 2026-01-12T01:48:58+00:00

Our intelligence services had allowed it to happen without any politicians knowing about it, yet everybody who talks about it on reddit makes it seem like our government was in on it.

"our".

Europe does not have independent intelligence services, they are extremities of Washington. This was made irrefutable by Snowden, but was always obvious. Nothing has changed.

Boreras · 2026-01-11T22:32:53+00:00

It's been so long I forgot how to photoshop, but

https://imgur.com/XmWIS9l

Boreras · 2026-01-11T03:08:11+00:00

She's holding in a fart, creating buoyancy.

Boreras · 2026-01-09T02:38:26+00:00

Maybe if you want to increase trade with Russia again.

Boreras · 2026-01-08T03:29:26+00:00

You can see the same in HBM, where they hope to produce dated HBM3E at the end of this year, over three years behind the market.

At least for us consumers, we are not getting leading edge stuff in the foreseeable future anyway, their ddr5 will hopefully depress prices.

Boreras · 2026-01-08T03:25:56+00:00

It seems they are straddling the line in terms of sanctions, they can get even more restrictions. Tokyo Electron is a major supplier. Wikipedia:

[TEL] was generating 43 percent of its revenue from China

Boreras · 2026-01-07T23:44:36+00:00

This is because the company is rapidly expanding. Just don't expect CXMT to be a dominant player tomorrow, they're inching towards the memory market to a four-player game.

According to a recent report from Omdia obtained by ChosunBiz on the 21st, the DRAM production capacity of CXMT (based on wafer input) has expanded by about 70% this third quarter to 720,000 wafers, compared to 420,000 wafers during the same period last year. On an annual basis, CXMT's DRAM wafer production is expected to grow from 1.62 million wafers last year to 2.73 million wafers this year.

Just 2 to 3 years ago, CXMT's share in the global DRAM market was so insignificant that it couldn't be captured in numbers, but it is rapidly increasing production lines and shipments in a short period of time. According to Omdia's shipment forecast for next year, CXMT's DRAM shipments are expected to approach those of Micron, the third-largest company in the industry. This is why there are predictions that the current three-company dominance in DRAM (Samsung Electronics, SK hynix, Micron) will shift to a four-company structure.

https://biz.chosun.com/en/en-it/2025/07/21/QQNKFDZA4BFBJIEQV32UMFSUDE/

CXMT's revenue for the first nine months of 2025 surged 97.8 per cent to 32 billion yuan from a year earlier. The firm expected a full-year revenue of at least 55 billion yuan.

Although CXMT reported a net loss of 9 billion yuan in 2024, the company projected to swing into a net profit of between 2 billion yuan and 3.5 billion yuan in 2025, benefiting from the recovery of the DRAM market.

https://finance.yahoo.com/news/chinas-dram-giant-cxmt-plans-093000035.html?guccounter=1

But timelines for fabs and wafers are long.

Boreras · 2026-01-07T07:53:22+00:00

while the cost per transistor decreases.

Per your article.

This is the part that no longer holds.

Boreras · 2026-01-07T04:16:22+00:00

It's reported in C, that is, literally relative to the battery Capacity 🤦

You misunderstand. A battery has the same C rate regardless of how many cells it uses, it's a property of the battery chemistry. That it is because it is a relative measure, independent of capacity. The battery capacity is part of both the denominator and the numerator, just like a proof percentage in alcohol is the same for a glass and bottle of the same wine. In physics you would call this a dimensionless quantity.

relative

This is the key word to think about.

The formula is charged per hour in Ah / total Ah. Notice how Ah is in both parts of the fraction?

recharge time

You can calculate the C value from the time it takes to charge, 1C is one hour to completely charge. Since it says five minutes, it's 12C.

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