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Redundancy· HBM Memory · Link
Micron, Taichung
Taichung, Taiwan24.15°N 120.67°E
computed criticality14/100
reading
≈21% of HBM (Q2 2025), ahead of Samsung
2025Fault line
The only non-Korean HBM supplier, Micron overtook Samsung in 2025. But the "American" alternative is misleading: its HBM production is physically in Taichung and Hiroshima, in the same seismic and strategic arc as its competitors. An HBM assembly site in Singapore (≈$7bn) is to open in 2026 to broaden the footprint.
Actors
Micron Technology (Boise / Taichung / Hiroshima / Singapore)
Depends on 2
Photoresists, JapanSilicon · Link↗Advantest, TokyoHBM Memory · Critical anchor↗Feeds 2
Nvidia, Santa ClaraCompute↗CoWoS advanced packaging, TSMC TainanCompute↗Sources