--- title: "美光科技在廣島啓動了投資 90 億美元的內存芯片工廠建設" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/291854296.md" description: "美光科技在日本廣島啓動了一項價值 93 億美元的內存芯片工廠擴建項目，預計將在 2028 年夏季開始發貨。該項目旨在為人工智能處理器生產高帶寬內存，獲得了日本政府高達 5000 億日元的支持。這一舉措是美光全球產能擴張的一部分，以滿足人工智能的需求，同時還包括在美國的擴建以及競爭對手如 SK 海力士和三星的努力" datetime: "2026-07-07T00:05:40.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/291854296.md) - [en](https://longbridge.com/en/news/291854296.md) - [zh-HK](https://longbridge.com/zh-HK/news/291854296.md) --- # 美光科技在廣島啓動了投資 90 億美元的內存芯片工廠建設 US memory giant Micron Technology on Saturday broke ground on the expansion of its factory in Japan's Hiroshima Prefecture, a ¥1.5 trillion ($9.3 billion) undertaking to produce advanced memory chips, Bloomberg reported. The Boise, Idaho-based company is building the facility in Hiroshima Prefecture to **make chips such as high-bandwidth memory crucial for AI processors** like Nvidia’s, with shipments to start around the summer of 2028. The Ministry of Economy, Trade and Industry has allocated up to ¥500 billion to help cover the cost. The move is part of a global ramp up by memory-makers to meet relentless demand for artificial intelligence. Micron is building two leading-edge fabs in Boise and in January held a groundbreaking ceremony for a $100 billion production site outside Syracuse, New York, part of a pledge to increase DRAM production on American soil. South Korea’s SK Hynix and Samsung Electronics are also boosting manufacturing capacity. Meanwhile, Chinese memory maker CXMT, is preparing for what is set to be one of the biggest IPOs in Chinese history. _Micron Technology Inc.’s factory in Higashihiroshima, Hiroshima Prefecture, JapanSource: Micron Technology Inc._ **“Micron’s very first HBM production wafer — for the memory technology at the heart of AI — was made right here in Hiroshima,**” Micron CEO Sanjay Mehrotra 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.” 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 earmarked roughly ¥775 billion for the US company to date. Japan’s support for Micron, now the only maker of DRAM within the country’s borders, has “invaluable worth,” said industry minister Ryosei Akazawa, who attended the ceremony. But should other overseas chipmakers seek to build factories in Japan, the country is ready to do “all that it can” to help, he said. And judging by the profit margins currently generated by memory companies, in many cases north of 80%, expect an influx of companies willing to be funded by Japan's government to make what is ultimately a cyclical commodity product. Since 2021, Tokyo 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 Sanae Takaichi released a roadmap 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. “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.” Micron took possession of the Hiroshima factory when it acquired bankrupt Japanese DRAM maker Elpida Memory in 2013 (yes, there is a downside to the memory cycle too, as the world will soon realize). Japan is home to many corporate linchpins in advanced chip materials and gear, but it has largely ceded leadership in finished semiconductors. Roughly 80% of chip materials the Hiroshima factory needs now comes from Japan, Nosaka said. ### 相關股票 - [MU.US](https://longbridge.com/zh-HK/quote/MU.US.md) - [MULL.US](https://longbridge.com/zh-HK/quote/MULL.US.md) - [MUU.US](https://longbridge.com/zh-HK/quote/MUU.US.md) - [MUD.US](https://longbridge.com/zh-HK/quote/MUD.US.md) - [03121.HK](https://longbridge.com/zh-HK/quote/03121.HK.md) - [MUYY.US](https://longbridge.com/zh-HK/quote/MUYY.US.md) - [MUZ.US](https://longbridge.com/zh-HK/quote/MUZ.US.md) - [NVDA.US](https://longbridge.com/zh-HK/quote/NVDA.US.md) - [NVD.DE](https://longbridge.com/zh-HK/quote/NVD.DE.md) ## 相關資訊與研究 - [記憶體股反彈，分析師指出逢低買入良機](https://longbridge.com/zh-HK/news/291801287.md) - [LG 電子第二季獲利估年增逾 1 倍美國關税退税成最大助力，AI 資料中心散熱與機器人佈局加速](https://longbridge.com/zh-HK/news/291884196.md) - [記憶體股修正 分析師看多美光：滿手長約營運穩](https://longbridge.com/zh-HK/news/292025663.md) - [Tepper 旗下 Appaloosa 上半年勁漲 32%，押注記憶體晶片大獲全勝](https://longbridge.com/zh-HK/news/291838475.md) - [華爾街迎接 SK 海力士上市 美光、SanDisk 會成資金提款機嗎？](https://longbridge.com/zh-HK/news/292004927.md)