40% of DRAM production to take place in the USA! Micron raises its budget from $200 to $250 billion!

Through long-term purchase agreements that will soon account for half of the business, Micron is losing its cyclical volatility and gaining predictable premium margins in the automotive and cloud sectors!
Andreas Wimbauer
A. Wimbauer
Reading Time: 2 minutes

Anyone looking to gain control over data in the AI age must not only invest in computing power but also control the storage. This is where Micron Technology (MU) is making a historic breakthrough. By dramatically increasing its US investment budget from $200 billion to over $250 billion by 2035, the memory giant underscores the West’s unwavering determination to free itself from Asian chip dependency. The goal is of national significance. By the middle of the next decade, 40% of global DRAM production is to be manufactured directly on American...

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