Date: December 29th, 2025 8:38 PM
Author: https://imgur.com/a/o2g8xYK
Cleanroom Constraints
Micron also highlights a key factor behind tight memory supply: while additional cleanroom space is essential to meet soaring demand, construction lead times are stretching longer across regions.
TrendForce confirms this trend, noting that DRAM cleanroom capacity remains constrained industry-wide. Only Samsung and SK hynix can modestly expand their lines, while Micron must wait for its new ID1 fab in the U.S., which isn’t expected to start operations until 2027. Consequently, even with Micron planning to raise its FY26 CapEx from $18 billion to $20 billion, the company projects only about a 20% increase in DRAM and NAND bit shipments for calendar 2026.
https://www.trendforce.com/news/2025/12/18/news-micron-reveals-three-culprits-behind-memory-crunch-and-why-it-wont-ease-soon/
(http://www.autoadmit.com/thread.php?thread_id=5815290&forum_id=2...#49548435)