Micron plans HBM expansion in U.S. and mulls production in Malaysia
TAIPEI -- Top U.S. memory chip maker Micron Technology is building test production lines for advanced high-bandwidth memory chips in the U.S. and is considering manufacturing HBM in Malaysia for the first time to capture more demand from the AI boom, sources briefed on the matter said.
Micron has said it aims to more than triple its market share for HBM, a crucial component in AI chips, to the "mid-20" percentage range by 2025. That is about the same level as its share in the market for more conventional dynamic random access memory (DRAM) chips, which TrendForce data puts at about 23% to 25%.