Micron Accelerates Global Expansion: $9.3 Billion Fab Groundbreaking in Hiroshima, Japan, AI Memory Capacity Ramp by 2028

BlockBeats News, July 5th, Micron Technology is actively promoting global capacity expansion to address the severe shortage of AI-driven HBM, DRAM, and NAND memory. The company expects the tight supply situation to continue until after 2026, with new capacity gradually coming online from 2027 onwards, involving a massive overall investment. Details include:

Heavy Investment in the U.S.:

· The Manassas factory in Virginia achieved mass production of 1α nm process technology in May 2026. A $2 billion expansion project will increase DDR4 wafer supply by 4 times, focusing on supplying the automotive, defense, and industrial sectors, supported by the recent chip funding legislation.

· An investment of around $50 billion in Boise, Idaho, is underway to build a state-of-the-art fab. The first fab is expected to start production in mid-2027. The company has further expanded its U.S. investment to about $200 billion (manufacturing + R&D), including the addition of a second fab.

· The megafab project in Clay, New York, with an investment of hundreds of billions of dollars, is continuously progressing, planning for multiple wafer fabs, with the goal of large-scale production around 2030.

Synchronous Expansion in Asia:

· In early July, a groundbreaking ceremony was held in Hiroshima, Japan, for a ¥15 trillion (approximately $93 billion) expansion project focusing on high-end HBM and other AI chips. Shipments are expected around 2028, with substantial subsidies from the Japanese government.

· Singapore: The $24 billion NAND advanced wafer fab construction, started in January, is scheduled to start production in the second half of 2028.

· Taiwan: Acquired the Rexchip semiconductor fab for $1.8 billion, with plans to start DRAM production in 2027.

Micron emphasizes that the expansion is mainly to meet long-term demand and achieve supply chain localization, rather than significantly increasing consumer-grade supply in the short term. Analysts believe that the overall DRAM/NAND shortage situation will be difficult to change in the short term, with prices expected to remain firm. This global expansion cycle is expected to significantly increase Micron's capacity and create tens of thousands of jobs. The company aims to produce about 40% of its DRAM in the U.S. by around 2030. More updates will follow as demand for AI continues to evolve.