Micron Breaks Ground on $9.3B Hiroshima Expansion
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- Micron Technology broke ground Saturday on the expansion of its western Japan factory in Hiroshima, a ¥1.5 trillion (~$9.3 billion) project tied to its global capacity ramp for AI-driven memory demand.
- Micron plans to begin HBM (high-bandwidth memory) shipments from the expanded Hiroshima facility starting summer 2028, giving a concrete timeline for when the new Japanese capacity will contribute to the AI memory supply chain.
Why it matters: Micron is committing ~$9.3 billion to a Hiroshima expansion that won't yield HBM output until summer 2028, underscoring both the capital intensity of advanced memory manufacturing and Micron's stated strategy to scale capacity specifically for AI workloads. The multi-year gap between groundbreaking and HBM shipments highlights how slowly new fab capacity comes online relative to AI demand growth.
