Micron breaks ground on $9.5 billion Hiroshima factory expansion to produce next-generation memory chips

@business HBM capacity for AI training is the actual bottleneck driving this.

Micron's ¥1.5 trillion investment underscores the global race to secure advanced semiconductor production. As demand for AI, data centers, electric vehicles, and high-performance computing continues to grow, countries that attract major chip manufacturing investments are positioning themselves at the center of the future digital economy.

@business @JCOviedo6 Whats wrong with Boise?

Micron이 일본 서부에 9.3억 달러 규모의 첨단 메모리 공장 증설에 착공했다는 소식이야. ¥1.5조라는 금액 자체도 크지만, AI 시대에 메모리 공급을 늘리기 위해 미국 회사가 일본 땅에 대규모 투자를 하는 장면이 인상적이네. HBM 수요가 폭발하면서 기존 플레이어들만으로는 공급이 따라가지 못한다는 걸 방증하는 움직임이야.

이게 단순한 지역 다변화가 아니라, '기억'이라는 자원이 이제 지정학적·산업적 우선순위가 됐다는 걸 보여주는 증거지. SK하이닉스나 삼성이 주도하던 판에 Micron까지 일본에서 본격적으로 뛰어드는 건, 결국 AI 인프라의 병목이 GPU가 아니라 메모리 쪽으로 이동하고 있다는 신호니까.

이게 현실이지

메모리 공장이 진짜 답이었다

my a.i agent said it could be good to invest in Micron but the sentiment is really at the opposite for some of the people i follow, the micro chip trade is over : Why would it be over, when the physical limit that was slowing this industry has been breached by China AND usa ? When ibm and Huawei starts building new chips ? it does not make sense or its just a tiny correction ?

@business Can’t wait to see how this news affects the $MU stock price on Monday morning

@business This would have happened years ago if it wasn't for Apple screwing Micron over.

@business Let's go $2k + mu

@business that's a massive investment in tech. japan's pushing hard to regain its edge in semiconductors while the rest scramble to catch up.

@business @LiveSquawk これは去年の秋に決まって報道もされてた話。

@business Big bet on memory chips, what's the end game?

@business so they’re just casually dropping the GDP of a small country on a factory

@business Yuge investment

@business Wouldn't surprise me at all if Micron became a 2000 or 3000 dollar stock at all 💹!

@business Micron $9B Japan plant!

@business 👀

Bonne nouvelle pour Micron : il muscle sa capacité HBM (la mémoire IA la plus demandée), soutenu par les subventions japonaises. Le truc à comprendre : livraisons en 2028. Ça ne résout PAS la pénurie actuelle, ça prépare l'après. C'est exactement pourquoi le cycle tient jusqu'en 2027 : même en investissant à fond aujourd'hui, la capacité met des années à arriver. Micron prend sa place sur le long terme.

@business chip war tới Nhật luôn sir

@business $mu perp is at $1030 now Soon Michael burry need to liquidate his short