The current catastrophe in the RAM market has primarily arisen due to the huge surge in demand for HBM (High Bandwidth Memory). Micron, as reported, is set to build a new factory primarily focused on producing this type of memory. The company plans to invest $9.6 billion into constructing the new plant at their existing site in Hiroshima. The construction is slated to begin in May next year, with deliveries expected to start around 2028.
Currently, Micron holds nearly 20% of the HBM market, and the new factory could allow the company to capture a significantly larger market share. Leading the sector right now is Hynix, which sells almost all of its produced memory to Nvidia. Given the timeline for the factory’s startup, Micron’s new facility will not impact the current market situation, but it may help prevent a similar catastrophe from occurring in the future.
Recent industry updates indicate that Micron’s strategic investment plan is part of a global effort to stabilize and expand HBM supply chains, addressing the surging demand driven by AI and gaming industries. Meanwhile, Hynix continues to strengthen its partnership with Nvidia, confirming their commitment to meet growing consumer and enterprise demands. Additionally, experts highlight that Hynix’s dominant position is bolstered by cutting-edge technology and exclusive contracts, ensuring a strong presence in the market despite Micron’s upcoming expansion.
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