国泰海通证券研究·2026-01-28 14:08Group 1 - Micron Technology will build a new NAND factory in Singapore, investing approximately $24 billion over the next ten years [1] - The new facility will provide 700,000 square feet of cleanroom space and is expected to start production in the second half of 2028, driven by demand from AI and data center applications [1] - WSTS forecasts that the global semiconductor market will grow by 26.3% in 2026, reaching $975 billion, with storage and logic ICs being the main growth drivers [3] Group 2 - TSMC expects capital expenditures for 2026 to be between $52 billion and $56 billion, an increase of 27% to 37% compared to 2025 [2] - Micron's capital expenditure plan for fiscal year 2026 is set to increase from $18 billion to approximately $20 billion, focusing on enhancing HBM capacity and 1-gamma product supply [2] - The cleanroom industry is expanding due to increased investments in high-tech industries, with a trend towards consolidation and scale among service providers [3]