美光日本广岛HBM工厂扩建开工，但核心投资与补贴信息早已披露

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Japan’s Ministry of Economy, Trade and Industry has '}, {'type': 'link', 'data': {'href': 'https://www.meti.go.jp/policy/mono_info_service/joho/laws/semiconductor/semiconductor_plan/nintei_tokuteihandoutai_keikaku07.pdf', 'title': 'METI release', 'itemscope': 'itemscope', 'itemprop': 'StoryLink', 'tooltip': 'METI release', 'destination': {'web': 'https://www.meti.go.jp/policy/mono_info_service/joho/laws/semiconductor/semiconductor_plan/nintei_tokuteihandoutai_keikaku07.pdf'}}, 'content': [{'type': 'text', 'value': 'allocated'}]}, {'type': 'text', 'value': ' up to ¥500 billion to help cover the cost.'}]}, {'type': 'paragraph', 'data': {}, 'content': [{'type': 'text', 'value': 'The move is part of a global rampup by memory makers to meet demand for AI. Micron is building two leading-edge fabs in Boise and in January held a groundbreaking ceremony for a '}, {'type': 'entity', 'subType': 'story', 'data': {'story': {'identifiers': {'suid': 'T93F0KKK3NYA'}}, 'link': {'href': 'bbg://news/stories/T93F0KKK3NYA', 'title': 'Micron Says AI-Driven Memory Crunch Is ‘Unprecedented’ (1)', 'itemscope': 'itemscope', 'itemprop': 'StoryLink', 'data-web-url': 'https://www.bloomberg.com/news/articles/2026-01-19/micron-says-unprecedented-memory-shortage-to-last-beyond-2026', 'webUrl': 'https://www.bloomberg.com/news/articles/2026-01-19/micron-says-unprecedented-memory-shortage-to-last-beyond-2026', 'tooltip': 'Micron Says AI-Driven Memory Crunch Is ‘Unprecedented’ (1)', 'destination': {'web': 'https://www.bloomberg.com/news/articles/2026-01-19/micron-says-unprecedented-memory-shortage-to-last-beyond-2026', 'bbg': 'bbg://news/stories/T93F0KKK3NYA'}}}, 'content': [{'type': 'text', 'value': '$100 billion production site'}], 'meta': {'suid': 'T93F0KKK3NYA', 'type': 'StoryLink'}}, {'type': 'text', 'value': ' outside Syracuse, New York, part of a pledge to increase DRAM production on American soil. South Korea’s '}, {'type': 'entity', 'subType': 'security', 'data': {'security': {'identifiers': {'parsekey': '000660 KS Equity'}}, 'link': {'href': 'bbg://securities/000660%20KS%20Equity', 'title': 'Company Overview', 'itemscope': 'itemscope', 'itemprop': 'StoryLink', 'tooltip': 'Company Overview', 'destination': {'bbg': 'bbg://securities/000660%20KS%20Equity'}}}, 'content': [{'type': 'text', 'value': 'SK Hynix Inc.'}], 'meta': {'security': '000660 KS Equity', 'type': 'SecurityLink'}}, {'type': 'text', 'value': ' and '}, {'type': 'entity', 'subType': 'security', 'data': {'security': {'identifiers': {'parsekey': '005930 KS Equity'}}, 'link': {'href': 'bbg://securities/005930%20KS%20Equity', 'title': 'Company Overview', 'itemscope': 'itemscope', 'itemprop': 'StoryLink', 'tooltip': 'Company Overview', 'destination': {'bbg': 'bbg://securities/005930%20KS%20Equity'}}}, 'content': [{'type': 'text', 'value': 'Samsung Electronics Co.'}], 'meta': {'security': '005930 KS Equity', 'type': 'SecurityLink'}}, {'type': 'text', 'value': ' are also boosting manufacturing capacity.'}]}, {'type': 'ad', 'data': {'num': 1, 'pageId': 'article'}, 'content': []}, {'type': 'paragraph', 'data': {}, 'content': [{'type': 'text', 'value': 'Read more: '}, {'type': 'entity', 'subType': 'story', 'data': {'story': {'identifiers': {'suid': 'TH6WHXKK3NY8'}}, 'link': {'href': 'bbg://news/stories/TH6WHXKK3NY8', 'title': 'SK Hynix, Micron Solidify the Memory Chip as Runaway Star of AI', 'itemscope': 'itemscope', 'itemprop': 'StoryLink', 'data-web-url': 'https://www.bloomberg.com/news/articles/2026-06-25/sk-hynix-micron-solidify-memory-chips-as-runaway-stars-of-ai', 'webUrl': 'https://www.bloomberg.com/news/articles/2026-06-25/sk-hynix-micron-solidify-memory-chips-as-runaway-stars-of-ai', 'tooltip': 'SK Hynix, Micron Solidify the Memory Chip as Runaway Star of AI', 'destination': {'web': 'https://www.bloomberg.com/news/articles/2026-06-25/sk-hynix-micron-solidify-memory-chips-as-runaway-stars-of-ai', 'bbg': 'bbg://news/stories/TH6WHXKK3NY8'}}}, 'content': [{'type': 'text', 'value': 'SK Hynix, Micron Solidify the Memory Chip as Runaway Star of AI'}], 'meta': {'suid': 'TH6WHXKK3NY8', 'type': 'StoryLink'}}]}, {'type': 'paragraph', 'data': {}, 'content': [{'type': 'text', 'value': '“Micron’s very first HBM production wafer — for the memory technology at the heart of AI — was made right here in Hiroshima,” Micron Chief Executive Officer '}, {'type': 'entity', 'subType': 'person', 'data': {'person': {'identifiers': {'personId': 1977912}}, 'link': {'href': 'bbg://people/profile/1977912', 'title': 'Bloomberg Profile', 'itemscope': 'itemscope', 'itemprop': 'StoryLink', 'tooltip': 'Bloomberg Profile', 'destination': {'bbg': 'bbg://people/profile/1977912'}}}, 'content': [{'type': 'text', 'value': 'Sanjay Mehrotra '}], 'meta': {'profile': '1977912', 'type': 'ProfileLink'}}, {'type': 'text', 'value': 'said during a ceremony attended by central and local government officials. “When American boldness meets Japanese craftsmanship, you do not get a compromise. You get the best in the world.” '}]}, {'type': 'paragraph', 'data': {}, 'content': [{'type': 'text', 'value': 'The factory expansion in Japan will help Micron raise power and transmission efficiency in chips needed for AI services and self-driving vehicles. Along with funds to support research and development, the Japanese government has '}, {'type': 'entity', 'subType': 'story', 'data': {'story': {'identifiers': {'suid': 'T6HDVNT96OSI'}}, 'link': {'href': 'bbg://news/stories/T6HDVNT96OSI', 'title': 'Micron to Invest $9.6 Billion in Western Japan Plant: Nikkei (2)', 'itemscope': 'itemscope', 'itemprop': 'StoryLink', 'data-web-url': 'https://www.bloomberg.com/news/articles/2025-11-29/micron-to-invest-9-6-billion-in-japan-memory-chip-plant-nikkei', 'webUrl': 'https://www.bloomberg.com/news/articles/2025-11-29/micron-to-invest-9-6-billion-in-japan-memory-chip-plant-nikkei', 'tooltip': 'Micron to Invest $9.6 Billion in Western Japan Plant: Nikkei (2)', 'destination': {'web': 'https://www.bloomberg.com/news/articles/2025-11-29/micron-to-invest-9-6-billion-in-japan-memory-chip-plant-nikkei', 'bbg': 'bbg://news/stories/T6HDVNT96OSI'}}}, 'content': [{'type': 'text', 'value': 'earmarked'}], 'meta': {'type': 'StoryLink', 'suid': 'T6HDVNT96OSI'}}, {'type': 'text', 'value': ' roughly ¥775 billion for the US company to date.'}]}, {'type': 'paragraph', 'data': {}, 'content': [{'type': 'text', 'value': 'Japan’s support for Micron, now the only maker of DRAM within the country’s borders, has “invaluable worth,” said Economy, Industry and Trade Minister '}, {'type': 'entity', 'subType': 'person', 'data': {'person': {'identifiers': {'personId': 24224661}}, 'link': {'href': 'bbg://people/profile/24224661', 'title': 'Bloomberg Profile', 'itemscope': 'itemscope', 'itemprop': 'StoryLink', 'tooltip': 'Bloomberg Profile', 'destination': {'bbg': 'bbg://people/profile/24224661'}}}, 'content': [{'type': 'text', 'value': 'Ryosei Akazawa'}], 'meta': {'profile': '24224661', 'type': 'ProfileLink'}}, {'type': 'text', 'value': '. Should other overseas chipmakers seek to build factories in Japan, the country is ready to do “all that it can” to help, he said. '}]}, {'type': 'inline-newsletter', 'data': {'position': 'middle'}, 'content': []}, {'type': 'paragraph', 'data': {}, 'content': [{'type': 'text', 'value': 'Since 2021, the Asian country has set aside tens of billions of dollars of support for semiconductors and AI, seeking to gain leadership in a sector seen as central for national security. Last month, Prime Minister '}, {'type': 'entity', 'subType': 'person', 'data': {'person': {'identifiers': {'personId': 15114947}}, 'link': {'href': 'bbg://people/profile/15114947', 'title': 'Bloomberg Profile', 'itemscope': 'itemscope', 'itemprop': 'StoryLink', 'tooltip': 'Bloomberg Profile', 'destination': {'bbg': 'bbg://people/profile/15114947'}}}, 'content': [{'type': 'text', 'value': 'Sanae Takaichi'}], 'meta': {'type': 'ProfileLink', 'profile': '15114947'}}, {'type': 'text', 'value': ' released a '}, {'type': 'entity', 'subType': 'story', 'data': {'story': {'identifiers': {'suid': 'TH6592T9NJLS'}}, 'link': {'href': 'bbg://news/stories/TH6592T9NJLS', 'title': 'Takaichi Unveils Unprecedented $2.3 Trillion Japan Spending Plan', 'itemscope': 'itemscope', 'itemprop': 'StoryLink', 'data-web-url': 'https://www.bloomberg.com/news/articles/2026-06-24/japan-unveils-2-3-trillion-investment-plan-for-next-14-years', 'webUrl': 'https://www.bloomberg.com/news/articles/2026-06-24/japan-unveils-2-3-trillion-investment-plan-for-next-14-years', 'tooltip': 'Takaichi Unveils Unprecedented $2.3 Trillion Japan Spending Plan', 'destination': {'web': 'https://www.bloomberg.com/news/articles/2026-06-24/japan-unveils-2-3-trillion-investment-plan-for-next-14-years', 'bbg': 'bbg://news/stories/TH6592T9NJLS'}}}, 'content': [{'type': 'text', 'value': 'roadmap'}], 'meta': {'type': 'StoryLink', 'suid': 'TH6592T9NJLS'}}, {'type': 'text', 'value': ' targeting private and public investment into chips and AI to the tune of ¥101.6 trillion through March 2041, without giving a breakdown on how much would come from government coffers.'}]}, {'type': 'ad', 'data': {'num': 2, 'pageId': 'article'}, 'content': []}, {'type': 'paragraph', 'data': {}, 'content': [{'type': 'text', 'value': 'Read more: '}, {'type': 'entity', 'subType': 'story', 'data': {'story': {'identifiers': {'suid': 'T9Z116KGCTGU'}}, 'link': {'href': 'bbg://news/stories/T9Z116KGCTGU', 'title': 'TSMC Plans Cutting-Edge Chips in Japan in Win for Takaichi (3)', 'itemscope': 'itemscope', 'itemprop': 'StoryLink', 'data-web-url': 'https://www.bloomberg.com/news/articles/2026-02-05/tsmc-plans-major-upgrade-of-japan-chip-plant-in-win-for-takaichi', 'webUrl': 'https://www.bloomberg.com/news/articles/2026-02-05/tsmc-plans-major-upgrade-of-japan-chip-plant-in-win-for-takaichi', 'tooltip': 'TSMC Plans Cutting-Edge Chips in Japan in Win for Takaichi (3)', 'destination': {'web': 'https://www.bloomberg.com/news/articles/2026-02-05/tsmc-plans-major-upgrade-of-japan-chip-plant-in-win-for-takaichi', 'bbg': 'bbg://news/stories/T9Z116KGCTGU'}}}, 'content': [{'type': 'text', 'value': 'TSMC Plans Cutting-Edge Chips in Japan in Win for Takaichi'}], 'meta': {'suid': 'T9Z116KGCTGU', 'type': 'StoryLink'}}]}, {'type': 'paragraph', 'data': {}, 'content': [{'type': 'text', 'value': '“The Hiroshima factory’s strength lies in its ability to quickly deliver cutting-edge and high-performance products to customers,” said Kota Nosaka, representative director of Micron’s Japan unit. “Creating next-generation chips here is directly tied to Micron’s strategy.”'}]}, {'type': 'paragraph', 'data': {}, 'content': [{'type': 'text', 'value': 'Micron took possession of the Hiroshima factory when it acquired bankrupt Japanese DRAM maker Elpida Memory Inc. in 2013.'}]}, {'type': 'paragraph', 'data': {}, 'content': [{'type': 'text', 'value': 'Japan is home to many corporate linchpins in advanced chip materials and gear, but it’s largely ceded leadership in finished semiconductors. Roughly 80% of chip materials the Hiroshima factory needs now comes from Japan, Nosaka said.'}]}, {'type': 'inline-newsletter', 'data': {'position': 'bottom'}, 'content': []}], 'data': {}}