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Micron NAND center of excellence is Singapore. and Singapore grants are equivalent or better than they best Chips act grants. Given...
Jan 28, 2026
I suspect high subsidies from Singapore. I also guess that NAND pricing has to compete with Chinese fabs, and US-based NAND fabs are...
Jan 28, 2026
Why Singapore? The current administration is not going to be happy about this!
Jan 28, 2026
I remember being in Shenzhen when the enormous Foxconn factory/complex there (100k workers, mostly living on-site?) had the spate of...
Jan 28, 2026
The new VSMC FAB in Singapore has absolutely rocketed up!
One thing here is they can get the labour in for construction fast!
Jan 28, 2026
And what of the NY mega site? More delays?
Jan 28, 2026
"The new facility is expected to be operational by the second half of 2028, creating 1,600 jobs and increasing cleanroom space by...
Jan 28, 2026
Summary
Micron invests US$24 billion (S$30.5 billion) in Singapore to build a new Nand flash memory chip plant that supports AI-driven...
Jan 28, 2026
Not sure I agree with the logic here. Intel's biggest need right now is to fill the fabs. Choosing not to even try to serve a large...
Jan 28, 2026
100% agree. I was asked by a Client how to change a process from BSPD to FSPD and I said, "its a different animal. I dont even think I...
Jan 28, 2026
I'm sure they do -- but trust me, the differences between BSPD and FSPD are *far* bigger than just some different options in either...
Jan 28, 2026
Intel has 4x as many process options on 18A as they do customers interested in working with IFS LOL
Jan 28, 2026
You mean add another not-really-big-enough-volume (and late to market!) process to the one they're already got -- plus you need...
Jan 28, 2026
That would help, but being more expensive isn't really the biggest issue, it's that for lower-power chips with less dense power grids...
Jan 28, 2026
the second option is to make BSPDN cost effective so they don't have to make two separate flows.
Jan 28, 2026