Micron Raises US Semiconductor Investment to $250 Billion, Breaks Ground on New York Fab

Дата публикации: 10-07-2026 18:52:46

Micron Technology will increase its US investment commitment to $250 billion, expanding its long-term plan to strengthen domestic semiconductor manufacturing.Speaking at the ceremonial first concrete pour for Micron's semiconductor fabrication plant in Clay, New York, on July 9 (local time), Sanjay

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Micron Technology will increase its US investment commitment to $250 billion, expanding its long-term plan to strengthen domestic semiconductor manufacturing.

Speaking at the ceremonial first concrete pour for Micron's semiconductor fabrication plant in Clay, New York, on July 9 (local time), Sanjay Mehrotra, chairman, president and chief executive officer of Micron, said the company will bring advanced memory manufacturing to New York to reinforce the US semiconductor supply chain and strengthen the country's technology leadership.

"Micron will significantly increase its US investment to $250 billion by 2035," Mehrotra said.

The company will invest the full $250 billion to expand DRAM manufacturing capacity in the United States. It will also commit an additional $3 billion to help develop the domestic semiconductor supply chain ecosystem.

The revised investment plan represents an increase of $50 billion from the company's previous commitment. In June 2025, Micron announced a $200 billion US investment plan, allocating $150 billion to manufacturing facilities and $50 billion to research and development (R&D).

Micron aims to manufacture 40% of its global DRAM output in the United States. To achieve that goal, the company is constructing new semiconductor fabrication plants in Clay, New York, and Boise, Idaho. At its Manassas, Virginia, facility, Micron completed the transition from first-generation 10-nanometer-class (1x) and second-generation (1y) process technologies to its fourth-generation 1-alpha (1α) DRAM process in May and officially began operations.

The first concrete pour for the Clay fab took place one quarter ahead of the original schedule, approximately six months after construction began in January. With initial site preparation completed, the project is now entering full-scale structural construction.

Micron plans to build four fabrication plants at the New York site, a project expected to create approximately 50,000 jobs. The investment is regarded as the largest private-sector investment in New York State's history.

Construction is also progressing rapidly in Idaho. The company's first Idaho fab is scheduled to begin wafer production in mid-2027, while the second facility is expected to start production by the end of 2028.

Ethan Klein, chief technology officer at the White House, said Micron's investment is a key driver of US innovation.

"The Trump administration is fully committed to securing America's leadership across the semiconductor supply chain," he said.

The CHIPS and Science Act, enacted in 2022, is designed to strengthen US semiconductor manufacturing by providing tax incentives and substantial government subsidies to companies building semiconductor fabrication facilities in the United States.

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