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Micron's $24 billion Singapore fab could need 500 transformers, more than double the output of any single manufacturer

Latest from Tom's Hardware·@LukeJames·2 months ago
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Get Tom's Hardware's best news and in-depth reviews, straight to your inbox. You are now subscribed Your newsletter sign-up was successful Micron’s planned $24 billion NAND flash expansion in Singapore will require 400 to 500 power transformers, which is more than double the 100 to 150 units a standard wafer fab typically needs, according to industry sources as reported by DigiTimes. The scale exceeds the annual output capacity of any single Taiwanese transformer manufacturer, turning heavy electrical equipment into a bottleneck for AI-driven semiconductor buildouts. This level of demand from Micron reflects the power intensity of modern memory fabs tied to AI. HBM production for AI servers has driven every major memory maker into simultaneous expansion, and the electrical infrastructure required to support those fabs is now outpacing the supply chain built to serve it. Micron's Singapore project, where production is targeted for late 2028, is one piece of a broader global buildout.…

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