On the heels of its $680 million subsidy for Kioxia and Western Digital in July, the Japanese govt announced plans to support Micron's Hiroshima operations with ¥46.5 billion ($320 million).Just yesterday, the company said that it cut down its fiscal year 2023 CapEx budget by 30% year-over-year to around $8 billion.The $320 million subsidy from the Japanese government could be used to bolster the Hiroshima site's WFE CapEx budget to ramp up 1ß DRAM node in Japan next year or procure new EUV tools and ramp up EUV-enabled 1γ DRAM fabrication technology in Japan sometime in 2024.Keeping in mind that many things for 1ß DRAM manufacturing process should be arranged by now (i.e., which tools go where), the grant might indeed be used for the next round of Micron's Hiroshima site expansion, the one that involves ASML's EUV scanners and the company's 1γ DRAM.For now, we have more questions than answers, but it looks like the subsidy from the Japanese government comes at a time when Micron is slowing down upgrades of its current fabs by cutting down its WFE CapEx."