TrendForce: data centers will use 70%+ of the high-end memory chips all manufacturers will produce in 2026, with little new manufacturing capacity until 2027
AI companies' need for a type of once-affordable microchip threatens to drive up prices of all electronics—and limit data-center ambitions
Wall Street Journal Christopher Mims
Related Coverage
- Why Micron Stock Is Surging Today Motley Fool · Keith Noonan
- SK Hynix Accelerates New Fab Timeline As AI Memory Demand Surges HotHardware · Paul Lilly
- Micron And 6 Chip Stocks Surge As AI Data Explosion Breaks The Memory Market Benzinga · Piero Cingari
- Micron breaks ground on $100B chip-making plant that could benefit North Country WWNY
- NY's Hochul Projects Solidarity With Trump Over AI Development Bloomberg Law · Raga Justin
- Here's why Jim Cramer thinks chip stocks can go higher CNBC · Julie Coleman
- Micron breaks ground on $100 billion chip making facility in upstate NY CNBC Television on YouTube
- The essential guide to Micron's chip project: Timeline, hiring, construction and costs NNY360 · Glenn Coin
- Micron breaks ground on humungous NY DRAM fab after beating bats and tree huggers The Register · O'Ryan Johnson
- 2026 is going to be a very expensive year for phones Trusted Reviews · Lewis Painter
- Micron's new fabs target 2030 rollout as supply shortages linger DigiTimes
- Micron to invest $20b in US chip plants on AI demand Tech in Asia · Diya Lal
- Micron stock climbs as CEO highlights AI demand for memory CNBC · Kif Leswing
- Micron's stunning stock gains are encapsulated by this milestone MarketWatch · Britney Nguyen
Discussion
-
@govkathyhochul
Governor Kathy Hochul
on x
Today, we broke ground on the biggest semiconductor facility in the nation. @MicronTech's investment will transform Upstate New York, creating 50,000 jobs, cementing us as a global leader in advanced manufacturing, and creating opportunity for generations to come. [image]
-
@senschumer
Chuck Schumer
on x
I spent years working to bring Micron to Upstate NY, and with the passage of my CHIPS & Science Law, I delivered billions to make it happen. I'm proud to announce Micron's groundbreaking at its new manufacturing site in Clay, New York! This will be a transformative $100 BILLION […
-
@commercegov
@commercegov
on x
WATCH: Secretary Lutnick speaks at Micron's groundbreaking ceremony in New York—a $100B investment, the largest private investment in the state's history. This historic project will create 50,000 jobs and strengthen America's semiconductor manufacturing capacity—producing [video]
-
@microntech
@microntech
on x
Today, Micron broke ground on our $100 billion leading‑edge memory manufacturing complex in Onondaga County, NY! With up to 4 fabs, it will be the largest U.S. semiconductor facility, generating 50,000 jobs in New York. Made possible by strong partnership across government, [imag…
-
@mkratsios47
Director Michael Kratsios
on x
Micron NY's $100 billion fab is moving forward, producing critical chips for AI and consumer devices. Relentless work under @POTUS's semiconductor strategy is making America the center of global chipmaking once again, bringing tens of thousands of new jobs across the country.
-
@gillibrandny
Sen. Kirsten Gillibrand
on x
We're building the future of semiconductor manufacturing right here in New York! It was great to join Micron for their groundbreaking outside of Syracuse today. This new manufacturing facility — the largest private investment in New York State history — will bring good-paying [im…
-
@senschumer
Chuck Schumer
on x
Micron and 50,000 good paying jobs are coming to Central New York! [image]
-
@quinnypig.com
Corey Quinn
on bluesky
Micron is building a big memorial or something; I dunno I just skimmed it. [embedded post]