NuAxiSemiconductor trade intelligence

[News] Micron Reportedly to Add 60K HBM Wafers/M, Reaching 100K by Year-End to Narrow Gap With Rivals

What happened

Micron plans to increase HBM capacity by 60,000 wafers/month, reaching 100,000 by year-end, focusing on 12-Hi HBM4 for NVIDIA. This expansion aims to close the gap with rivals Samsung and SK hynix. Bearish: Increased supply will likely put downward pressure on HBM prices.

Impact and signal

Medium impactImpact score: 65/100

Affected components and suppliers

HBMHBM412-Hi HBM4

Micron Technology Samsung Electronics SK hynix

capacity_expansionhbm4nvidia

Source and time

Source: TrendForce · 9/3/2026 · View original source

Open the NuAxi live feed →

Real-time pricing, supply signals and AI analysis for semiconductor traders

Samsung accelerates HBM hybrid bonding line to meet Nvidia demandDigiTimes Asia · 2/16/2026
[News] Nanya Tech: DRAM Up Month by Month in 1Q, Sharp 2Q Jump Ahead, Shortage Through 2028TrendForce · 3/4/2026
[News] Micron Sees Tighter Memory Supply Through FY28: When Will the Big Three’s New Capacity Arrive?TrendForce · 10/5/2026
A split is emerging in the HBM race: #Samsung is leaning into aggressive #HBM4 expansion, while #SKhynix shifts toward a more measured, profitability-...TrendForce Official (Market Data) · 6/22/2026
[News] Memory Giants’ HBM Cleanroom Race: Samsung & SK hynix Fast-Track, Micron AcquiresTrendForce · 2/25/2026
Oracle beats estimates as AI cloud demand drives growth and eases financing concernsDigiTimes Asia · 3/10/2026

[News] Micron Reportedly to Add 60K HBM Wafers/M, Reaching 100K by Year-End to Narrow Gap With Rivals

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings