Micron Technology(US:MU) 半导体行业观察·2025-11-30 04:53Core Insights - Micron Technology plans to invest 1.5 trillion yen (approximately 9.6 billion USD) to build a next-generation memory chip production facility in western Japan, focusing on high bandwidth memory (HBM) chips essential for AI computing [1][2] - The new factory is expected to start construction in May 2026 and aims for mass production of HBM chips by around 2028, with the Japanese government providing subsidies up to 500 billion yen [1][2] - This investment marks Micron's first new production base since 2019 and aims to enhance its competitive position against South Korea's SK Hynix in the HBM technology space [2] Investment and Production Plans - The new facility will be located in the Hiroshima factory area and will utilize extreme ultraviolet (EUV) lithography systems, which are crucial for advanced chip production [1] - Micron has planned a total investment of 2 trillion yen in the Hiroshima factory since 2023, with total subsidies from the Japanese Ministry of Economy, Trade and Industry potentially reaching 774.5 billion yen [2] Market Position and Competition - Micron is currently the third-largest DRAM manufacturer globally and acquired Elpida Memory in 2013, taking over its production base in Hiroshima [2] - According to Counterpoint data, SK Hynix holds a 64% market share in the global HBM chip market as of Q2 2025, while Micron ranks second with a 21% share [2]