Micron breaks ground on $9bn Hiroshima expansion to chase AI memory demand
THE SO WHAT
Memory is becoming as strategic as compute — Micron putting roughly ¥1.5 trillion into Hiroshima is a bet that AI-era bottlenecks shift from GPUs to high-bandwidth, high-capacity DRAM. If you're planning large-scale AI workloads, lock in memory supply and pricing assumptions as carefully as you do accelerator access.
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