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HBM advanced packaging (Singapore)

Expanded advanced packaging capacity for HBM is expected to begin in early calendar 2027.

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The numbers

Expanded advanced packaging capacitybegins in early calendar 2027 (expected)as of fiscal 2026 10-K · source ↗

What it is

A new high-bandwidth memory advanced packaging facility in Singapore, where groundbreaking took place in January 2025. Micron also plans HBM packaging in the US.

Why it matters to the stock. Packaging is a bottleneck for HBM output alongside DRAM wafers. The timing of new packaging capacity limits how fast HBM can grow in 2027.

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