Micron Raises U.S. Investment to Over $250 Billion Through 2035
Micron's massive investment signals a strategic push to secure domestic DRAM production as AI-driven demand strains global supply and memory prices are forecast to rise sharply through 2028.
Reporting from 1 source: GIGAZINE.
Micron announced it will accelerate and expand its U.S. investment to over $250 billion by 2035, aiming to produce 40% of DRAM domestically. The centerpiece is a large-scale fab in Clay, New York, with up to four fabs planned and 50,000 jobs expected. Projects in Idaho and Virginia are also advancing. The move comes as AI-driven demand strains global semiconductor supply and memory prices are forecast to rise 40-50% in Q3 2026.
The global semiconductor shortage, fueled by the AI boom, is not expected to ease until 2028, and memory prices are forecast to jump 40-50% in the third quarter of 2026. Against that backdrop, Micron has announced it will accelerate fab construction and technology investment in the U.S., expanding its planned investment to over $250 billion by 2035. The company's long-term goal is to produce 40% of DRAM in the U.S. The large-scale fab under construction in Clay, New York, since January 2026 is expected to become the largest semiconductor manufacturing site in the country upon completion. Up to four fabs are planned for New York State, a project the state says will create 50,000 jobs. Micron is also advancing manufacturing projects in Idaho and Virginia, with first wafer production at Fab 1 in Idaho expected in mid-2027.
Synthesized by Yomimono from the 1 cited source below, including Japanese-language reporting where cited, then editorially reviewed before publishing.
Sources
- GIGAZINE Micronがアメリカ国内の投資計画を40兆円規模に拡大＆前倒し