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Nikkei: Micron Plans ¥1.5 Trillion HBM Plant in Hiroshima With May 2026 Start

The reported project highlights Japan's subsidy-led push to rebuild chipmaking capacity for AI-era memory.

Overview

  • Micron is reported to build a high-bandwidth memory facility inside its Hiroshima compound to serve AI applications.
  • Japan’s METI would subsidize up to ¥500 billion of the project’s cost, according to the Nikkei report.
  • Construction is targeted to begin in May 2026 with initial HBM shipments around 2028, the outlets reported.
  • Reuters said it could not immediately verify the report, and Micron has not publicly confirmed the investment.
  • Tokyo has earmarked roughly ¥5.7 trillion since 2021 for semiconductors and approved an extra ¥252.5 billion, with prior aid to Micron, TSMC and Rapidus as it seeks to diversify production away from Taiwan and challenge SK Hynix and Samsung.