It is reported that Kioxia and SK Hynix are negotiating to produce HBM memory in Japan, which is expected to be a key step in the revival of Japanese semiconductors.

According to news from this site on March 5, according to Japanese media Jiji News Agency, Kioxia and SK Hynix are in talks to produce HBM memory in Japan.

This site noticed that similar news came out last month, but the cooperation mentioned at that time was non-volatile memory, that is, NAND flash memory.

Currently, HBM memory, as one of the hot spots in the field of AI semiconductors, is increasingly in short supply. Taking SK Hynix as an example, they plan to increase production from 35,000 pieces per month in the second quarter of 2023 to 120,000-140,000 pieces by the end of the year. However, even so, this year's HBM quota has already been sold out. Expanding production capacity in Japan will help SK hynix meet market demand, thereby easing the current tight supply and demand situation.

According to reports, the two parties plan to use Kioxia’s existing factories in Kitakami and Yokkaichi, Japan, to quickly achieve production of HBM memory in Japan.

Currently, the storage semiconductor business of Kioxia and its partner Western Digital in Japan is limited to the NAND flash memory category.

HoweverIn the last century, Japanese manufacturers once dominated the DRAM memory market, but due to insufficient price competitiveness, they gradually gave way to South Korea and the United States. Manufacturers from both countries. With Elpida being acquired by Micron in 2012, Japanese manufacturers completely exited the memory market.

"Jiji News Agency" believes that, if the HBM memory cooperation between Kioxia and SK Hynix comes true, Japan will restart the production of advanced DRAM memory, becoming an important step in the revival of Japan's semiconductor industry .

SK Hynix indirectly holds some shares of Kioxia through Bain Capital, the largest shareholder of Kioxia. The opposition of SK Hynix is ​​considered to be the decisive factor in the breakdown of merger negotiations between Kioxia and Western Digital last year.

Sources said that although obtaining the consent of SK Hynix is ​​the key to promoting the next round of merger negotiations between Kioxia and Western Digital, but the cooperation on HBM memory is an independent negotiation content .

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