They're not building any new manufacturing capacity though. They assume this is a demand bubble and they don't want supply to exceed demand after it pops.
multiple major DRAM factories are currently being built or planned, driven by AI demand and government incentives. Micron is constructing a massive $100 billion "megafab" complex in New York, with groundbreaking occurring in January 2026, and is building new facilities in Idaho. Other projects include expansion in Singapore and Japan.
Key DRAM Factory Construction Projects:
Micron Technology (USA): Building a $100 billion, 4-fab complex in Clay, New York (first production expected around 2030) and a new $15 billion, 2-fab project in Boise, Idaho.
Micron (Global): Investing in expanding capacity in Singapore and Taiwan.
Nanya Technology (Taiwan): Previously initiated a $10.69 billion DRAM facility in New Taipei, Taiwan.
A quick search tells me the megafab in New York was announced years ago, the Singapore fab is for NAND flash, and the Taiwan fab already exists and they're buying it. So none of those are in response to the AI demand for RAM, are they?
seanmcdirmid|3 days ago
Key DRAM Factory Construction Projects:
Micron Technology (USA): Building a $100 billion, 4-fab complex in Clay, New York (first production expected around 2030) and a new $15 billion, 2-fab project in Boise, Idaho.
Micron (Global): Investing in expanding capacity in Singapore and Taiwan.
Nanya Technology (Taiwan): Previously initiated a $10.69 billion DRAM facility in New Taipei, Taiwan.
debugnik|2 days ago