At no point has Micron ever stated they’re switching to HBM memory. Micron isn’t “pivoting to AI” and neither are its fabs. If you write this as a journalist, you clearly take your opinion from reddit and lack common industry knowledge.
They have put down roots in the Brussels bureaucracy. Authoritarian theories are now dominant over democratic ones there. To weed them out, it would be necessary to elect leftist leaders who radically prefer leftist civil servants throughout Europe, which is now farther away from realisation than it has been for decades.
That’s the documents everyone, including you apparently, failed to read.