Micron to expand US investments to about $200 billion

Massive Investment to Boost U.S. Technology Leadership

Micron Technology has announced a landmark expansion of its U.S. operations, committing over $200 billion to domestic semiconductor manufacturing and research and development (R&D). The move is expected to create approximately 90,000 direct and indirect jobs and marks a significant step towards strengthening America’s position in the global technology and AI sectors[2][4].

Details of the Expansion

  • Manufacturing: $150 billion will be dedicated to expanding memory manufacturing within the U.S. This includes building two high-volume fabrication plants (“fabs”) in Idaho, up to four high-volume fabs in New York, and the modernization and expansion of an existing facility in Manassas, Virginia[2][3][4].
  • Research & Development: $50 billion will be invested to advance American innovation and maintain Micron’s leadership in memory technology[1][2][4].
  • Advanced Packaging: The company is bringing advanced high bandwidth memory (HBM) packaging capabilities to the U.S., a critical component for meeting rapidly growing demand in the artificial intelligence market[3][4].

Expansion Highlights by Location

  • Idaho: Two leading-edge fabs will be established, with construction milestones already achieved on the first. DRAM output is scheduled to start in 2027[2].
  • New York: Plans include up to four new fabs, with site work set to begin after all environmental reviews are completed later this year[2][4].
  • Virginia: The Virginia facility in Manassas will be both modernized and expanded[3][4].

Strategic Impact and Industry Implications

The historic expansion aims to:
  • Secure 40% of Micron’s DRAM manufacturing on U.S. soil, enhancing supply chain resilience[2].
  • Support the accelerating demand for memory and high-bandwidth packaging in AI and data-intensive technologies[3][4].
  • Generate significant economic growth, particularly in states such as Idaho, New York, and Virginia, with support from state and federal administrations[1][3][4].

Commitment to U.S. Innovation

Micron CEO Sanjay Mehrotra emphasized, “Micron’s U.S. memory manufacturing and R&D plans underscore our commitment to driving innovation and strengthening the domestic semiconductor industry.” The company’s investments are expected not only to anchor American technology leadership but also to support broad economic development across the communities involved[2][4].

Looking Ahead

With multi-billion-dollar projects poised for groundbreaking later this year and into 2027, Micron’s latest pledge is set to reshape the U.S. semiconductor landscape and accelerate advancements in AI and next-generation computing[2][3][4]. With multi-billion-dollar projects poised for groundbreaking later this year and into 2027, Micron’s latest pledge is set to reshape the U.S. semiconductor landscape and accelerate advancements in AI and next-generation computing[2][3][4]. With multi-billion-dollar projects poised for groundbreaking later this year and into 2027, Micron’s latest pledge is set to reshape the U.S. semiconductor landscape and accelerate advancements in AI and next-generation computing[2][3][4].

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