AKA micron
Micron is aggressively expanding global manufacturing capacity, breaking ground on a major DRAM fabrication facility in New York to meet sustained demand driven by artificial intelligence expansion. This domestic investment complements significant international spending, including a new $24 billion fabrication plant dedicated to NAND storage chips in Singapore, though that facility's output is not anticipated until 2028.
The company is strategically pivoting its product focus, discontinuing the consumer memory brand Crucial. This move signals a clear prioritization of enterprise-grade chips necessary for high-demand AI systems over consumer markets. This strategic shift aligns with current market realities and anticipated future revenue streams.
Operationally, Micron anticipates that existing RAM shortages will persist for the foreseeable future, even as new fabrication plants begin coming online. This outlook suggests sustained high pricing for server hardware, indicating that supply constraints will likely outlast the initial ramp-up of new production capacity.
The overarching trend shows Micron heavily investing in future capacity across multiple geographies while simultaneously streamlining its product portfolio to concentrate resources on the most lucrative, high-growth segments of the memory market.
Last updated February 7, 2026