Micron to Invest $250 Billion in the U.S., Betting on AI Memory

Financial News, New York = Reporter Lee Byung-chulMicron, a U.S. memory chip company, said it will invest more than $250 billion in the United States by 2035 to meet surging memory demand in the AI era. The move comes as President Donald Trump’s push to strengthen domestic chip manufacturing aligns with rising investment in AI data centers, accelerating efforts to build semiconductor production bases in the United States.
On the 9th, local time, Micron announced plans to invest more than $250 billion in semiconductor manufacturing facilities and supply-chain infrastructure in the United States by 2035. That is $50 billion more than the $200 billion investment plan it announced in June last year. That earlier plan had already been increased by $30 billion from a previous target.
The company pointed to its semiconductor manufacturing campus under construction in New York State as the centerpiece of the expanded investment. Micron said the project is moving more than one quarter ahead of schedule and expects it, along with expansions in Idaho and Virginia, to create more than 90,000 jobs in the United States.
It will also pour large sums into strengthening the semiconductor supply chain. Micron plans to invest $3 billion in the U.S. supply chain, including $500 million to upgrade GlobalWafers’ 300-mm silicon wafer production facility in Sherman, Texas. The two companies have also signed a 10-year long-term supply agreement to ensure a stable supply of silicon wafers needed for Micron’s production plans.
The expanded investment also aligns with the Trump administration’s policy of promoting semiconductor manufacturing. The U.S. government is pursuing a strategy to reduce dependence on overseas production and expand domestic chip manufacturing capacity, with the goals of boosting industrial competitiveness and maintaining an edge in the global AI race.
Micron is one of the key suppliers of memory chips used in NVIDIA AI semiconductors, and demand has surged sharply since the spread of generative AI. Last month, the company said it had received advance orders totaling $22 billion for memory chips from customers in the data center, consumer products, and automotive markets.
Markets reacted immediately to the investment announcement. Micron shares rose about 8% in early trading, and the stock is up more than 200% so far this year. Analysts expect demand for high-performance memory to continue rising steadily for now as investment in AI data centers keeps growing.




[email protected] Reporter Lee Byung-chul Reporter