From Hiroshima to Seoul to Boise, the world is pouring trillions into AI memory chips. What the great HBM gamble means - and what it means for Latin America
Rio Times · Analysis
Key Facts
—What happened Micron broke ground on 4 July on a ¥1.5 trillion ($9.3bn) high-bandwidth memory plant in Hiroshima as SK Hynix’s shares soared and a US listing loomed.
—Scale SK Hynix shares are up roughly 250% in 2026; Samsung and Micron have each more than doubled, driven by AI memory demand.
—The bet Governments and firms are pouring hundreds of billions into HBM, the chip stacked beside Nvidia’s processors that has become AI’s scarcest resource.
Micron breaks ground on $9bn Hiroshima expansion to chase AI memory demand
Japan backs Micron AI memory push in Hiroshima - UPI.com
Micron breaks ground on ¥1.5T factory expansion in Japan to chase AI chip demand
Micron Breaks Ground On $9 Billion Hiroshima Memory Chip Plant
Micron breaks ground on $9B AI memory plant in Japan
Micron mania raises questions about market concentration and what it means for risk assets
Micron stock surges past 270% in 2026 as AI memory demand reshapes capital flows
Samsung and SK Hynix commit $880B to AI chip production in South Korea's biggest-ever tech bet
Micron has broken ground on a ¥1.5 trillion Hiroshima expansion to build HBM chips for AI accelerators, backed by up to ¥775bn in…
Japan is backing Micron's $9.3 billion Hiroshima expansion as it seeks to become an AI memory hub and challenge South Korea's…
Micron tops $1 trillion as AI memory shortages drive record pricing, soaring earnings and sold‑out HBM demand through 2027.
Micron is investing $9.6 billion to expand its Hiroshima factory for AI-focused high-bandwidth memory chips, backed by up to 536…
“Micron’s very first HBM production wafer - for the memory technology at the heart of AI - was made right here in Hiroshima...”
Micron has said its entire 2026 high-bandwidth memory (HBM) chip supply is already sold out, a sign of how far demand is…
