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中文(ZH) 美光科技投资93亿美元扩建先进存储芯片项目,预计2028下半年出货HBM

Micron invests $9.3B in Japan for AI chip expansion, targeting 2028 HBM shipments

Micron Technology has initiated a $9.3 billion expansion of its advanced memory chip production facility in Hiroshima, Japan. This investment aims to meet the surging demand for AI-driven technologies, with the facility slated to begin shipping High Bandwidth Memory (HBM) around the second half of 2028. HBM is a critical component for NVIDIA's AI processors. This move follows similar capacity expansion announcements from competitors like Samsung Electronics and SK Hynix, the latter of which is building a new NAND flash factory in South Korea. AI

IMPACT This expansion directly addresses the critical need for high-performance memory components essential for training and running advanced AI models.

RANK_REASON Significant investment in advanced chip manufacturing infrastructure by a major player. [lever_c_demoted from significant: ic=1 ai=0.7]

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Micron invests $9.3B in Japan for AI chip expansion, targeting 2028 HBM shipments

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  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Micron Technology invests $9.3 billion to expand advanced memory chip project, expects HBM shipments in the second half of 2028

    美光科技当地时间周六(7月4日)正式启动其位于日本西部广岛工厂的扩建工程。这项总投资达1.5万亿日元(约合93亿美元)的项目,旨在生产包括高带宽存储器(HBM)在内的先进存储芯片,以满足人工智能(AI)浪潮带来的旺盛需求。HBM是英伟达AI处理器的关键组件,工厂预计将于2028年夏季左右开始出货。近期,美光、三星电子和SK海力士各自都宣布了扩充制造能力的计划。本周早些时候,SK海力士宣布,计划投资80万亿韩元(约合514.6亿美元),在韩国忠清北道首府清州市新建一座NAND存储芯片工厂。(财联社)