Micron Commits $100 Billion to a Memory Megafab in New York

The largest memory chipmaker is building a massive US-based facility aimed squarely at AI demand, signaling the industry's bet that AI infrastructure buildout is a multi-decade commitment.

Micron Technology is investing $100 billion in a memory megafab in New York State, as @StockSavvyShay reported, framing it as a "full AI stack play." The investment reflects the reality that AI compute is bottlenecked not just on GPUs but on the high-bandwidth memory (HBM) that feeds them. Every H100 and successor chip requires stacks of advanced memory, and demand has chronically outpaced supply.

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