June 21, 2024 /SemiMedia/ -- According to industry insiders, Micron Technology is building a test production line for advanced high-bandwidth memory (HBM) chips in the United States and is considering producing HBM in Malaysia for the first time to meet greater demand brought about by the artificial intelligence (AI) boom.

The industry insider said that Micron is expanding HBM-related R&D facilities, including production and verification lines, at its headquarters in Boise, Idaho, U.S. Micron is also considering building HBM production capabilities in Malaysia, where the company already has chip testing and assembly facilities.

Micron recently said that its goal is to more than triple HBM's market share to around 20% by 2025. This is roughly the same as its share of the DRAM chip market, which TrendForce data shows is around 23% to 25%.

Nvidia is the world's leading supplier of AI computing chips and the largest buyer of HBM chips, and will capture about 48% of global production by 2024. Nvidia CEO Jensen Huang said that SK Hynix, Micron and Samsung are all excellent partners, and Nvidia is trying to certify Samsung as a supplier as soon as possible.