消息称美光广岛工厂扩建明年中启动，提升HBM内存交付能力

Core Insights - Micron is set to expand its DRAM factory in Higashi-Hiroshima, Japan, with construction starting in May 2026 and aims to achieve HBM memory shipments by 2028 [1][3] - The Japanese Ministry of Economy, Trade and Industry announced a subsidy of up to 536 billion yen (approximately 24.3 billion RMB) for the factory, while Micron has committed to invest 1.5 trillion yen (approximately 68 billion RMB) in capacity expansion at this site [1] - Despite being the second-largest in HBM shipment volume this year, Micron's overall goal is to achieve a market share in HBM that is comparable to its overall DRAM share [3] - The company is also actively expanding production in the United States, planning to build six DRAM wafer fabs over the next 20 years [3]