Micron opens second Taiwan HBM packaging plant with 2027 capacity already sold out
Micron Technology inaugurated its second advanced assembly and test facility, AATT2, in Taichung, Taiwan on October 15, 2026. President and COO Manish Bhatia said the plant’s entire planned 2027 output is already contracted, underscoring tight demand for high‑bandwidth memory. Taiwan’s president urged the company and workers to negotiate as unions seek a 15% profit‑sharing arrangement, with mediation scheduled for October 22. A strike could jeopardize the committed HBM deliveries.
Why it matters
The sell‑out of 2027 capacity signals strong market demand and supports Micron’s growth in AI‑related memory, but a labor walkout could disrupt supply and pressure pricing, affecting customers and competitors. The company’s $50.2 billion Taiwan investment highlights the strategic importance of the site for future revenue.
Key facts
- 1The AATT2 plant opened in Taichung on October 15, 2026. digitimes.com
- 2Micron President and COO Manish Bhatia said the entire planned 2027 capacity is already sold out. finance.yahoo.com
- 3Micron’s operating income was $99.34 billion in fiscal 2026, which ended September 3. finance.yahoo.com
- 4The Taoyuan union authorized a strike on October 7, and the larger Taichung union (about 11,000 members) will return to mediation on October 22. finance.yahoo.com
- 5Unions are demanding profit‑sharing equal to 15% of Micron’s operating profit. finance.yahoo.com
- 6Micron’s cumulative investment in Taiwan has surpassed NT$1.6 trillion (approximately $50.2 billion USD). techtimes.com
Summary written by AlphAI AI Desk from 3 of 3 sources. Not investment advice. Figures are as stated by the linked sources.