the question for $MU now is how quickly it can turn its HBM commitments into profitable shipments. i asked @tessara_ai what had actually changed in the recent news. it helped me compare the headlines with earlier disclosures. 2 developments worth watching more closely: micron opened its second advanced packaging and testing facility in houli on oct 15, supporting HBM. that’s a concrete step toward delivering more memory. the opening announcement doesn’t tell us how much additional saleable output it delivers, or when. local government announcement on oct 20, micron announced funding for indium corporation’s US refining expansion, with a long-term materials supply agreement to follow. less eye-catching than a chip roadmap, but it addresses an upstream dependency that matters as manufact
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