WS #11468
Micron breaks ground on $9.3B Hiroshima expansion for AI memory production, supported by $3.1B Japanese government subsidies, boosting semiconductor supply chain. Apple's rebuilt Siri works well but splits by RAM: 17 Pro and Air get full model, base iPhone 18 may fall below 12GB floor, potentially pressuring base model sales.
Micron Hiroshima Expansion
Micron breaks ground on $9.3B Hiroshima expansion for AI memory production, supported by $3.1B Japanese government subsidies, boosting semiconductor supply chain.
Apple's rebuilt Siri works well but splits by RAM: 17 Pro and Air get full model, base iPhone 18 may fall below 12GB floor, potentially pressuring base model sales.