Micron on July 4 began expansion work at its Hiroshima fab with total investment
of 1.5 trillion yen (≈$9.3bn). Equipment delivery and installation are slated to
start in H2 2028; METI has pledged up to 500 billion yen in subsidies.
XenoSpectrum says the project exceeds routine capacity growth: Hiroshima is a
key site for Micron's 1β DRAM and will be the first to deploy EUV lithography
for a 1γ process node. PC Watch reports Micron’s HBM4, developed for NVIDIA’s
Vera Rubin platform, is in mass production and Micron plans to migrate HBM4
production from 1β to 1γ nodes.