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(Image credit: Micron Electronics) Micron is preparing a major expansion of its Hiroshima operations to build a dedicated high-bandwidth memory (HBM) facility, according to a report by Nikkei Asia . The report says the company intends to invest 1.5 trillion yen — US$9.6 billion — in a new plant on its existing site, with construction scheduled to begin in May next year. Shipments would follow around 2028. Japan’s Ministry of Economy, Trade and Industry (METI) is expected to contribute up to 500 billion yen in subsidies to support the project, though neither Micron nor METI has confirmed the report.
HBM has arguably become the most constrained component in the AI supply chain, giving the project some real weight in terms of government subsidies. SK hynix currently leads the market and has committed most of its HBM, DRAM and NAND output to Nvidia through 2026. Samsung is working to catch up with its 12-layer HBM3E stacks , while Micron has pushed hard to grow its own presence through HBM3E supply deals with Nvidia and AMD. TrendForce data shows Micron moving toward roughly a quarter of the HBM market with 20% of shipments as production increases; a dedicated Hiroshima expansion could shift that balance further once it comes online.
Japan has been aggressive in courting this kind of investment, offering substantial government incentives to foreign chipmakers as part of a wider effort to rebuild domestic semiconductor capacity. TSMC’s Kumamoto fabs and the state-backed Rapidus project are already part of this strategy.
Micron teams up with TSMC to deliver HBM4E, targeted for 2027
Key considerations
- Investor positioning can change fast
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Reference reading
- https://www.tomshardware.com/tech-industry/semiconductors/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/semiconductors/micron-plans-hbm-fab-in-japan-as-ai-memory-race-accelerates#main
- https://www.tomshardware.com
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