As Nvidia prepares to adopt its sixth-generation HBM4, Micron has taken a quieter approach to supply timelines compared with Samsung Electronics and SK Hynix. Yet the company's recent surge in capacity investments signals growing confidence in its memory business. At the same time, its expansion in Singapore—focused on NAND Flash—is widely seen as a forward-looking technological move.
With artificial intelligence (AI) technology advancing at a breakneck pace—particularly as applications move from the training phase to inference—demand for high-capacity, high-performance storage in data centers and embedded devices is surging. Once considered a low-margin segment prone to market volatility, NAND flash has taken on a new strategic role in Nvidia's blueprint for next-generation AI infrastructure, becoming an indispensable component for AI inference workloads.
The Covid-19 pandemic once sparked a wave of upgrades for personal computers and smartphones, fueling strong demand for semiconductors. However, it also exposed vulnerabilities in supply chains, leaving companies like TSMC entangled in the global automotive chip crunch and prompting the US and Europe to invite TSMC to build factories on their soil.
