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Photo courtesy of Yonhap News |
[Alpha Biz= Kim Jisun] U.S. memory chipmaker Micron Technology will invest $24 billion in Singapore to build a new NAND flash fabrication plant, reflecting surging demand for high-speed data storage as artificial intelligence (AI) investment expands from training toward inference and service deployment.
Micron held a groundbreaking ceremony for the advanced NAND flash facility in Singapore on the 27th. The company plans to invest a total of $24 billion over the next decade, with the facility featuring a cleanroom area of approximately 65,000 square meters. Operations are scheduled to begin in phases from the second half of 2028.
The decision to construct the new fab comes as demand for NAND flash accelerates sharply. Nvidia, one of the largest buyers in the memory market, unveiled its new memory system “BlueField-4” earlier this month, which incorporates large-scale solid-state drives (SSDs) based on NAND flash. BlueField-4 will be deployed alongside Nvidia’s next-generation AI accelerator, “Vera Rubin.”
Notably, the NAND flash capacity used in Vera Rubin is estimated to be ten times greater than that of Nvidia’s current flagship AI accelerator, Blackwell.
An industry source said, “The amount of NAND flash required for Vera Rubin this year alone is equivalent to what would be used in roughly 150 million smartphones,” adding that “the memory supercycle is now spreading from DRAM to NAND.”
Micron has recently accelerated capacity expansion efforts as it positions itself to capture growing memory demand driven by AI infrastructure build-outs.
알파경제 Kim Jisun (stockmk2020@alphabiz.co.kr)
