Micron Technology is increasing its U.S. investment commitment to more than $250 billion（約40兆円） through 2035 to build memory-chip manufacturing capacity driven by artificial intelligence demand. The company is targeting 40% of domestic DRAM production and expects the investment to support more than 90,000 jobs, with a new facility near Syracuse planned to be the largest semiconductor manufacturing site in U.S. history.
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Micron Technology announced it is raising its planned U.S. investment to more than $250 billion（約40兆円） through 2035, a roughly $50 billion（約8兆円） increase from its prior commitment. The company is targeting 40% of DRAM output on U.S. soil and projects the broader domestic manufacturing buildout will support more than 90,000 jobs. A new fab facility near Syracuse, New York, marked its first concrete pour ahead of schedule.
Why it matters
U.S. memory-chip manufacturing capacity is critical as demand surges in the artificial intelligence era. The New York facility is projected to be the largest semiconductor manufacturing site in U.S. history, with up to four fabs expected to generate 50,000 jobs in New York alone, including 9,000 direct Micron positions. The company also announced up to $3 billion（約4800億円） to strengthen the broader U.S. semiconductor supply chain, including $500 million（約800億円） in strategic financing for GlobalWafers to scale silicon wafer production at its Texas operations.
What to watch
Construction is underway on two new fabs in Boise, Idaho, with first wafer output expected in mid-2027 for the first fab and late 2028 for the second. Micron's stock climbed to an intraday high of $1,035.50 on Thursday, a gain of as much as 9.1% on the session. Year to date, the stock has more than tripled in value.
Micron's $250 billion（約40兆円） investment commitment reflects the company's confidence in sustained demand for memory chips in the artificial intelligence era. The $50 billion（約8兆円） increase from its prior commitment signals accelerating buildout, supported by Micron's recent fiscal third-quarter results, which cleared analyst targets on nearly every key measure. The company is projecting that a memory-chip shortage will persist past 2027, indicating it expects strong demand to continue well into the decade.
The New York facility represents the centerpiece of this strategy. Less than six months after breaking ground in January 2026, Micron has directed approximately $675 million（約1100億円） to New York-based contractors, suppliers, and subcontractors, with more than 80% of on-site workers drawn from New York residents. By committing not only to its own manufacturing but also to supply-chain partners—particularly GlobalWafers under a decade-long contract tied to Micron's long-term U.S. manufacturing plans—the company is creating a self-reinforcing ecosystem designed to secure raw-material supply for years ahead. This integrated approach signals that Micron views domestic, vertically-linked production as essential to competing in the AI-driven semiconductor market.
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