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Exclusive: Micron to announce memory chip manufacturing investment in Singapore

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U.S. memory chipmaker Micron Technology is set to announce a new investment to expand memory chip manufacturing capacity in Singapore, according to sources familiar with the matter. The move comes as global industries face an acute shortage of memory chips driven by rapid expansion in artificial intelligence infrastructure and growing demand from consumer electronics.

Sources said the announcement could come as soon as Tuesday, with at least part of the investment expected to focus on NAND flash memory. Micron already has a significant manufacturing presence in Singapore, where it produces nearly all of its flash memory chips. The company is also building a $7 billion advanced packaging plant for high-bandwidth memory used in AI chips, which is scheduled to begin production in 2027.

The investment reflects intensifying competition among major memory producers as supply struggles to keep pace with demand. Rivals including Samsung and SK Hynix have announced new production lines and accelerated factory timelines, yet analysts warn the global memory shortfall could persist until late 2027.

Micron has also been exploring ways to boost output elsewhere. The company recently said it was in talks to acquire a fabrication site in Taiwan to expand DRAM wafer production, underscoring the scale of investment required to stabilize the memory market amid the AI boom.

Heathrow Rolls Out New Scanners Ending Liquid and Laptop Checks

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Passengers travelling through Heathrow Airport will no longer need to remove liquids or laptops from their hand luggage, as the airport has completed a full rollout of advanced CT security scanners across all four terminals. Heathrow said it is now the world’s largest airport to operate the technology at every security lane.

The high-resolution 3D scanners allow travellers to keep items such as shampoos, water bottles, tablets and laptops inside their bags during screening, significantly reducing the need for manual checks. Depending on regulatory approval, passengers may also be able to carry liquid containers of up to two litres, potentially ending the long-standing 100-millilitre rule introduced in 2006 after a foiled liquid explosives plot.

Airports in cities including New York, Hong Kong and Dubai have begun adopting similar systems to speed up security processes. Heathrow said the upgrade cost around £1 billion and comes as the airport pursues plans for a third runway.

US IT Hardware Stocks Tumble as Morgan Stanley Flags Slowing Demand

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U.S. IT hardware stocks fell sharply after Morgan Stanley downgraded the sector, warning that corporate demand is weakening as companies rein in spending amid economic uncertainty and rising component costs.

The brokerage cut its industry outlook to “cautious,” citing a “perfect storm” of slowing demand, input cost inflation, and elevated valuations. Analysts said technology leaders are dialing back hardware investment plans, adding pressure to a sector already grappling with supply bottlenecks.

Shares of Hewlett Packard Enterprise and Dell Technologies dropped as much as 5%, while HP Inc fell about 2.5%. U.S.-listed shares of Logitech and NetApp slid between 4% and 5.5% after Morgan Stanley cut both to “underweight.”

The sector-wide selloff dragged the U.S. IT hardware index lower, reflecting broader market weakness. Morgan Stanley’s latest survey showed hardware budgets are expected to grow just 1% year-on-year in 2026, the weakest reading outside the COVID period in roughly 15 years.

While artificial intelligence-related spending has supported some hardware demand, uncertainty linked to tariffs under U.S. President Donald Trump and rising memory costs continue to cloud the outlook. Analysts warned that higher costs and price-sensitive demand could lead to further earnings downgrades into 2026.