Micron raises planned US investment to more than $250 billion through 2035
Micron raised its planned US investment to more than $250 billion through 2035 (2026-08-17). It would locate about 40 percent of its DRAM production on US soil to serve AI.
Who is affected and how
- supplier
- US semiconductor expansion means work for chemical, gas, piping and equipment suppliers too.
- energy specialist
- The power demand of large manufacturing campuses raises local grid questions.
Sources
- Micron's AI Boom Is a Utility Story Too. Here's the Power Angle Wall Street Isn't Pricing In.finance.yahoo.com · Aug 17, 2026
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