Micron raises U.S. investment to $250 billion for AI memory chips - Yahoo Finance

Micron Technology announced on July 10, 2026, that it is raising its planned U.S. investment to over $250 billion through 2035, a $50 billion increase from its previous commitment, driven by rising de... Read original →

Micron’s $250B U.S. investment isn’t just capacity scaling—it’s a strategic lock-in on the AI memory stack. Next-gen HBM4 and GDDR7 demand ultra-pure, large-diameter wafers and advanced packaging, directly justifying its $500M stake in GlobalWafers’ Texas expansion. Geopolitical risk now translates into hard compliance costs: CHIPS Act subsidies come with a decade-long ban on China mainland mature-node expansions, forcing Micron to reshore 40% of DRAM output at an estimated 15%+ cost premium. Samsung and SK Hynix won’t match this scale domestically; instead, they’ll double down on efficiency in Korea and Taiwan, China, while quietly filling server-memory gaps in China. Over the next 18 months, North American equipment orders will surge—but material and specialty gas bottlenecks will delay ramp-ups, deepening the post-2027 high-end memory shortage.