Micron Technology(US:MU) 国芯网·2025-12-01 12:32Core Viewpoint - Micron Technology plans to invest approximately 1.5 trillion yen to build a new factory in Hiroshima, Japan, dedicated to producing HBM chips for artificial intelligence, aiming to diversify production bases and reduce reliance on Taiwan for advanced chip manufacturing [2][4]. Group 1: Investment and Production Plans - The new factory is expected to commence construction in May 2024 and start shipping products in 2028 [4]. - The Japanese Ministry of Economy, Trade and Industry will provide up to 500 billion yen in subsidies to support this project, encouraging international chip manufacturers like Micron and TSMC to increase investments in Japan [4]. - Micron's previous HBM production capacity was primarily located in the United States and Taiwan, but the company is now expanding its production footprint in Japan to enhance supply chain resilience and competitiveness against market leader SK Hynix [4]. Group 2: Market Context and Demand - The demand for HBM chips has been rising steadily due to rapid growth in artificial intelligence and data center investments [4]. - Micron's introduction of extreme ultraviolet (EUV) equipment at the Hiroshima factory in May 2023 lays the technological foundation for future production of the next generation of high-bandwidth memory, HBM4 [4].