Micron's Singapore expansion could trigger global transformer shortage and delay AI data centers

Digitimes
By Jingyue HsiaoMar 25, 2026, 5:21 am115 pts
Micron Technology's planned Singapore expansion, driven by soaring AI memory demand, requires hundreds of transformers, signaling supply constraints that could affect global AI and semiconductor infrastructure timelines and costs for data-center buildouts, energy storage projects, and heavy electrical equipment…

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