Micron: Builds a new memory factory and provides the fuel for AI inference. A fresh chart breakout begins!

Micron means business. The completed acquisition of the P5 facility from Powerchip (PSMC) in Tongluo is more than just an expansion; it marks the birth of a vertically integrated mega-campus. With 300,000 square feet of cleanroom space, management is making a statement. Memory is the strategic asset that determines the performance of AI products. The timeline is set. Retrofitting begins immediately, significant deliveries starting in fiscal year 2028, and the next phase of expansion already by the end of 2026. The market currently does not forecast...