Micron has already taken over Elpida Memory’s site in Hiroshima prefecture, where they produce advanced dynamic random access memory (DRAM) chips. The company has opened discussions with various countries including Japan regarding investments in production.
Kioxia has an advanced NAND flash memory factory in Japan, with a new facility under construction in Mie prefecture, which will start operating in 2022. The company also plans to start constructing another new factory next year in Iwate prefecture, to commence operations as early as 2023.
Japanese Prime Minister Fumio Kishida said, “while TSMC is a hot topic, I think it is important to take measures to expand various possibilities in the private sector, such as attracting the U.S. semiconductor manufacturers.”
Amid rapid global digitisation and an increase in data centre investments, memory chip demand is expected to grow in the mid- to long-term. Japan’s Ministry of Economy, Trade and Industry stated in its semiconductor reinforcement package that “securing a stable supply of advanced semiconductors (logic, memory) is the most important security issue.”
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