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On August 12, according to Taiwan media "China Times", Micron will increase its investment in Taiwan, China. In addition to manufacturing HBM (high-bandwidth memory), it does not rule out the possibility of establishing a second R&D center in Taiwan.

People familiar with the matter said that with Samsung and Hynix actively catching up, Micron will most likely propose a second R&D plan after the subsidy for its R&D center in Taiwan expires next year, which will become part of its expansion of investment in Taiwan.

Taiwan's economic department director Kuo Chih-hui also revealed in an interview that Micron will increase its investment in Taiwan in the near future and will manufacture HBM in Taiwan. He also said that Taiwan is an important production base for Micron, and Micron's increased investment in Taiwan will allow it to be closer to its important customer TSMC.

Pan Gongyu, a researcher at the Observer.com Mind Observation Institute, analyzed that the emergence of HBM is mainly to solve the memory access time and rate of high-performance computing, especially GPU, and reduce storage power consumption. It brings 3D innovation to the advanced packaging system, stacking through TSV silicon vias and directly packaging with GPU, and then connecting with GPU with bump and silicon middle layer, breaking through the bandwidth bottleneck of DRAM with a more compact packaging area.

In recent years, while investing in new technologies, Micron has also secretly promoted and suppressed a number of storage-related semiconductor companies in mainland China and Taiwan: Fujian Jinhua, Taiwan UMC, Yangtze Memory Technologies, and Hefei Changxin, attempting to extinguish the "spark" of China's independent storage technology.

In May last year, the Cyberspace Administration of China announced that the results of a security review of Micron Technology showed that Micron's products had serious network security risks, posing a major security risk to my country's critical information infrastructure supply chain and affecting my country's national security. Immediately, operators of China's critical information infrastructure stopped purchasing Micron's products.

In March this year, Sanjay Mehrotra, President and CEO of Micron Technology, visited China and met with Chinese Minister of Commerce Wang Wentao. Sanjay Mehrotra introduced Micron's business and new investment projects in China, and said that Micron will strictly abide by Chinese laws and regulations, and plans to expand investment in China to meet the needs of Chinese customers and contribute to the development of China's semiconductor industry and digital economy.

Taiwanese media reported that Micron is improving HBM manufacturing, new storage high-speed computing technology, etc. In response to customized HBM needs, its competitors Hynix and Samsung have recently cooperated with Micron's supply chain to improve process manufacturing and packaging and testing capabilities. Micron will definitely have plans to expand and increase investment in Taiwan, but it still needs the approval of its board of directors before there can be clear news.

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