美光将美国投资目标提高至2500亿美元并向GlobalWafers提供5亿美元支持

[News] Micron Raises U.S. Investment Target to $250B Through 2035, Begins Concrete Work on New York Fab
Doubling down on its U.S. manufacturing ambitions, Micron has reached another major milestone. Reuters, citing a press release, reports that the memory chipmaker plans to invest more than $250 billion in the U.S. through 2035, while also beginning concrete pouring for the first fabrication plant at its New York semiconductor campus.
The expanded spending commitment surpasses the $200 billion plan unveiled last June, which itself represented a $30 billion increase from Micron’s original capital expenditure roadmap, Reuters notes.
The investment expansion comes as Micron sees strong customer demand supporting its long-term growth. Last month, the company said customers across the data center, consumer electronics and automotive sectors had already secured roughly $22 billion worth of memory chip orders through its Strategic Customer Agreements (SCAs), Reuters suggests.
Notably, Reuters adds the construction of Micron’s New York semiconductor campus has advanced more than 25% ahead of schedule. Syracuse.com, citing Micron’s management, suggests production of DRAM chips is expected to begin in 2030, following the completion and outfitting of the site’s first fabrication plant.
Still, Micron’s two fabs in Boise, Idaho, are expected to enter operation before the first Clay fab. According to CNBC, initial production at the Idaho site is expected to begin by mid-2027.
GlobalWafers Gains Strategic Backing
Meanwhile, Micron is also allocating $3 billion to strengthen the U.S. semiconductor supply chain, extending strategic support to key upstream partners. Among the beneficiaries is Taiwan-based GlobalWafers, which will receive a $500 million investment to advance its 300-mm silicon wafer manufacturing facility in Sherman, Texas, according to Micron.
Notably, following its recent long-term supply commitments with major customers such as Ford and General Motors, Micron is also securing upstream material supplies through a 10-year long-term supply agreement (LTA) with GlobalWafers, Commercial Times highlights. The deal is aimed at ensuring stable access to critical silicon wafers for Micron’s next-generation memory production.
According to the report, GlobalWafers, one of the world’s three largest semiconductor silicon wafer suppliers, offers a comprehensive portfolio spanning polished wafers, epitaxial wafers, silicon-on-insulator (SOI) wafers, float-zone (FZ) wafers and compound semiconductor materials.
Of particular note, GlobalWafers is currently the only silicon wafer supplier participating in the CHIPS for America program with the capability to manufacture advanced 300-mm wafers in the U.S., Commercial Times adds.
Read more
(Photo credit: Micron)