NuAxiSemiconductor trade intelligence
India officially enters the advanced memory arena as #Micron ramps its Sanand ATMP in Gujarat.
What happened
Micron is ramping its outsourced assembly, test, mark, and pack (ATMP) facility in Sanand, Gujarat, which is projected to supply 10% of its global memory output at full capacity. This marks India's entry into the advanced memory packaging arena and diversifies Micron's global manufacturing footprint. Bearish: This represents a long-term capacity expansion, increasing potential supply and adding a new, lower-cost production node to the global memory supply chain.
Impact and signal
Medium impactImpact score: 58/100
Affected components and suppliers
DRAMNAND Flash
capacity-expansionoutsourced-assembly
Source and time
Source: TrendForce Official (Market Data) · 3/3/2026 · View original source
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