Micron Plots $200 Billion U.S. DRAM Buildout

June 13, 2025 10:18 PM AEST | By EODHD

Google News:

Micron Plots $200 Billion U.S. DRAM Buildout — Image source: Kalkine Media

Recent News

AEG Celebrates the LGBTQIA + Community at the 2025 LA Pride Parade

What happens if AI can do everything better than humans?

Brookfield Infrastructure reportedly acquiring Hotwire for $7 billion

Nvidia GTC Paris is ’another bullish proof point’ long term - Morgan S...

Micron Technology (NASDAQ:MU) is boosting its U.S. memory-manufacturing and R&D investment to $200 billion, aiming to onshore 40 percent of its DRAM output. The plan calls for two new high-volume fabs in Idahoone slated to start DRAM production in 2027four more fabs in New York, and an expanded, modernized facility in Virginia, alongside advanced HBM packaging and research initiatives. To finance the buildout, Micron has locked in $275 million under the CHIPS and Science Act and is eligible for up to $6.4 billion in direct funding for its Idaho and New York sites. CEO Sanjay Mehrotra said the move underscores our commitment to driving innovation and strengthening the domestic semiconductor industry, while Commerce Secretary Gina Raimondo added the investment will ensure the U.S.

advances its lead across critical industries like AI, automotive, and aerospace and defense. Amazon (NASDAQ:AMZN) Web Services chief Matt Garman praised the expansion as a significant milestone for the semiconductor industry. Even as shares dipped 0.21 percent on the news, analysts note that onshoring DRAM production could shorten supply chains, improve margin visibility and reduce geopolitical risk. Why It Matters: With global memory demand surgingespecially for AI applicationssecuring a domestic production base could give Micron a strategic edge and help the U.S. lessen dependence on overseas fabs.Micron Plots $200 Billion U.S.

DRAM Buildout Additionally, Micron Technology has rebounded from earlier lows and now carries a 12-month price target of $121.82, suggesting a modest 5.26% upside. The projections vary widely, with a high-end forecast of $172 and a low of $60, signaling some uncertainty. After dipping below $70 earlier this year, the stock has climbed steadily and analysts seem cautiously optimistic moving forward. This article first appeared on GuruFocus. View Comments

Disclaimer

The content, including but not limited to any articles, news, quotes, information, data, text, reports, ratings, opinions, images, photos, graphics, graphs, charts, animations and video (Content) is a service of Kalkine Media Pty Ltd (“Kalkine Media, we or us”), ACN 629 651 672 and is available for personal and non-commercial use only. The principal purpose of the Content is to educate and inform. The Content does not contain or imply any recommendation or opinion intended to influence your financial decisions and must not be relied upon by you as such. Some of the Content on this website may be sponsored/non-sponsored, as applicable, but is NOT a solicitation or recommendation to buy, sell or hold the stocks of the company(s) or engage in any investment activity under discussion. Kalkine Media is neither licensed nor qualified to provide investment advice through this platform. Users should make their own enquiries about any investments and Kalkine Media strongly suggests the users to seek advice from a financial adviser, stockbroker or other professional (including taxation and legal advice), as necessary.
The content published on Kalkine Media also includes feeds sourced from third-party providers. Kalkine does not assert any ownership rights over the content provided by these third-party sources. The inclusion of such feeds on the Website is for informational purposes only. Kalkine does not guarantee the accuracy, completeness, or reliability of the content obtained from third-party feeds. Furthermore, Kalkine Media shall not be held liable for any errors, omissions, or inaccuracies in the content obtained from third-party feeds, nor for any damages or losses arising from the use of such content.
Kalkine Media hereby disclaims any and all the liabilities to any user for any direct, indirect, implied, punitive, special, incidental or other consequential damages arising from any use of the Content on this website, which is provided without warranties. The views expressed in the Content by the guests, if any, are their own and do not necessarily represent the views or opinions of Kalkine Media. Some of the images/music that may be used on this website are copyrighted to their respective owner(s). Kalkine Media does not claim ownership of any of the pictures displayed/music used on this website unless stated otherwise. The images/music that may be used on this website are taken from various sources on the internet, including paid subscriptions or are believed to be in public domain. We have made reasonable efforts to accredit the source wherever it was indicated as or found to be necessary.
This disclaimer is subject to change without notice. Users are advised to review this disclaimer periodically for any updates or modifications.