Back
Supply chain6/day by emailReported

Micron plans to add up to 60,000 HBM wafers per month of capacity, reaching roughly 100,000 wafers/month by end-2026, per TrendForce -- still far below Samsung's and SK hynix's respective ~150,000-200,000 wafers/month Micron's HBM wafer capacity is set to reach ~100,000 wafers/month by end-2026, per TrendForce

SourceTrendForce·September 2026

Verified 2026-09-18

THE INTELLIGENCE CLUB

Facts like this, six days a week

The Daily Receipts on weekdays, The Weekly Brief on Saturday — six sourced facts a day by email, two more than the free site shows. Every one traced to the filing it came from. Free.

Free forever. Six emails a week — The Daily Receipts on weekdays, The Weekly Brief on Saturday — drop either in one click.

Read this morning's edition →