• boonhet@sopuli.xyz
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    13 hours ago

    I thought they weren’t building it out because it’s more profitable for them when there’s a shortage?

    • tal@lemmy.today
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      6 hours ago

      They’re building out. The first ones are going to be mid-late 2027, but those aren’t expected to be at full production until about 2028.

      searches

      Hmm. Micron says that they’re aiming to move up their first fab becoming active to the first half of 2027, now:

      https://www.idahostatesman.com/news/business/article314253330.html

      Micron CEO Sanjay Mehrotra says the company is pushing up its timelines for opening its first semiconductor fabrication plant, or fab, into the first half of 2027, instead of the second half. His announcement in a Dec. 17 earnings call came months after the chipmaker unveiled plans to start construction on a second fab in 2026, eyeing a 2028 ribbon-cutting.

      They also have a second fab in Boise, Idaho, and some in New York that theylre building.

      Both Samsung and SK Hynix have fabs in South Korea that they’re building.