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日本巨额补贴DRAM巨头
半导体行业观察· 2025-09-14 02:55
Core Viewpoint - Japan is providing 536 billion yen (approximately 3.63 billion USD) to Micron Technology for R&D and capital expenditures at its Hiroshima factory, aiming for large-scale production of advanced memory chips [1] Group 1: Investment and Production Plans - Micron plans to invest 1.5 trillion yen in the Hiroshima factory by the end of fiscal year 2029 to produce cutting-edge semiconductors, with shipments expected to start between June and August 2028 [1] - The factory's maximum capacity is targeted to expand to 40,000 wafers per month, with this level expected to be reached between March and May 2030 [1] - The Japanese Ministry of Economy, Trade and Industry will provide up to 500 billion yen in subsidies for these capital expenditures, covering one-third of the total costs [1] Group 2: Research and Development Funding - An additional 36 billion yen will be allocated for R&D over the next five years, which is about half of the expected costs for developing high-speed, high-capacity, energy-efficient DRAM [1] - This memory is anticipated to be utilized in data center GPUs and autonomous driving technologies [1] Group 3: Local Sourcing and Workforce Development - Approximately 80% of Micron's production materials are sourced from Japan, and the company is actively recruiting and training talent in Japan, which influenced its decision to invest in the Hiroshima facility [1]