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Micron Is Shooting for 40% DRAM Production in the US


Monday, June 16, 2025

Micron announced a $30 billion investment in its US manufacturing plants today, along with $50 billion for research and development. As Reuters notes, that brings the memory maker’s overall investments (and planned investments) in the US to about $200 billion. Micron now has fabrication plants in Idaho, New York, and Virginia, in various states of construction and expansion.

“These investments are designed to allow Micron to meet expected market demand, maintain share, and support Micron’s goal of producing 40% of its DRAM in the US,” Micron wrote in a statement. The col-location of these two Idaho fabs with Micron’s Idaho R&D operations will drive economies of scale and faster time to market for leading-edge products, including HBM [high bandwidth memory.”

Just a few years ago, memory maker Micron announced that it was building a manufacturing facility in New York. The US-based company estimated it would invest up to $100 billion in the plant and related expenses. Micron was apparently attracted to the state by local benefits and support from the CHIPs Act and the Advanced Semiconductors Investment Credit (AMIC) Act. The move will ensure Micron’s 1-alpha DRAM node is used in the US to produce chips. And, by Micron’s estimate, the investments could lead to as many as 90,000 “direct and indirect” jobs. “This approximately $200 billion investment will reinforce America’s technological leadership, create tens of thousands of American jobs across the semiconductor ecosystem and secure a domestic supply of semiconductors—critical to economic and national security,” said Micron Chairman, President, and CEO Sanjay Mehrotra in a statement. “We are grateful for the support from President Trump, Secretary Lutnick, and our federal, state, and local partners who have been instrumental in advancing domestic semiconductor manufacturing.”

Many tech companies, including Micron, have expressed their concern to the Trump administration about possible tariffs on semiconductors. The administration’s push to bring manufacturing onto US soil has included significant tariffs, but those tariffs largely left semiconductors alone. When the Commerce Secretary asked for input, Intel, Micron, TSMC, and other major manufacturers sought to discourage the administration from imposing tariffs on semiconductors.

Micron, based in Boise, Idaho, produces memory for various tech markets, including automotive, mobile devices (such as smartphones), and AI chips. As Nvidia built its empire on the burgeoning AI market, Micron was right there with it, providing HBM memory for its GPUs.

By: DocMemory
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