Micron Technology(US:MU) Zheng Quan Shi Bao Wang·2026-01-11 09:54Group 1 - Micron Technology announced the groundbreaking of its massive semiconductor fabrication plant in New York on January 16, with a total investment of approximately $100 billion, making it the largest private investment project in New York's history [2] - The project aims to create a state-of-the-art semiconductor manufacturing center to meet the growing demand for artificial intelligence systems, consisting of up to four factories [2] - The construction timeline was delayed by about 18 months due to extensive environmental assessments, with plans to clear the site by March 31 and begin construction of rail lines and wetland preparation [2] Group 2 - Micron plans to start production at the first factory in New York by 2030, with a second factory expected to open three years later, ultimately employing around 9,000 people by the time the fourth factory is completed in 2045 [2] - The CEO emphasized that leadership in advanced semiconductors will be crucial for innovation and economic prosperity, reinforcing Micron's position as the only memory manufacturer in the U.S. [2] - The investment is part of a strategy to increase U.S.-made advanced DRAM production to 40% of global output over the next decade, supported by $5.5 billion in tax incentives from the CHIPS Act [2] Group 3 - According to Counterpoint Research, Micron held a 21% revenue share in the global HBM market as of Q3 2025, ranking third behind SK Hynix and Samsung [3] - In the overall DRAM market, Micron's share was 26% in Q3 2025, with the potential to become the largest storage company globally if it achieves its target of 40% market share [3] - Micron's Q1 FY2026 earnings report showed adjusted revenue of $13.64 billion, a 57% year-over-year increase, exceeding analyst expectations, with adjusted net income of $5.48 billion [3]