WS #11469
Micron breaks ground on $9.3B Hiroshima expansion for next-gen HBM AI memory, supported by $3.1B Japanese subsidies, bullish for semiconductor supply chain. Apple raises MacBook, iPad, HomePod, and Apple TV prices due to memory chip cost surge from AI boom, negative for consumer demand but already anticipated. Rebuilt Siri works well but splits by RAM: 17 Pro and Air get full model, base iPhone 18 may fall below 12GB floor, pressuring base model demand.
Micron Hiroshima Expansion
Micron breaks ground on $9.3B Hiroshima expansion for next-gen HBM AI memory, supported by $3.1B Japanese subsidies, bullish for semiconductor supply chain.
Apple raises MacBook, iPad, HomePod, and Apple TV prices due to memory chip cost surge from AI boom, negative for consumer demand but already anticipated.
Rebuilt Siri works well but splits by RAM: 17 Pro and Air get full model, base iPhone 18 may fall below 12GB floor, pressuring base model demand.