Micron Technology(US:MU) 半导体行业观察·2025-06-14 03:05Core Viewpoint - Micron Technology plans to invest a total of $200 billion in domestic semiconductor manufacturing and R&D, aiming to strengthen the U.S. semiconductor industry and create approximately 90,000 jobs [1][3][4]. Group 1: Investment Plans - Micron will invest $150 billion in domestic memory manufacturing and $50 billion in research and development [1]. - The additional $30 billion investment will be used to build a second memory manufacturing facility in Boise, Idaho, and to expand and modernize the existing facility in Manassas, Virginia [1]. - The overall expansion strategy includes constructing two high-volume wafer fabs in Idaho and up to four fabs in New York [1]. Group 2: Production Timeline - Micron's first wafer fab in Idaho is expected to start producing DRAM chips by 2027, with the second fab enhancing DRAM output to meet growing market demand [2]. - Site preparation for the New York super fab is anticipated to begin later this year, pending environmental approvals [2]. Group 3: Strategic Importance - The investment aligns with Micron's goal of producing 40% of DRAM domestically, which is crucial for various sectors including personal computing, automotive, industrial operations, wireless communications, and artificial intelligence [1][4]. - The U.S. Secretary of Commerce highlighted that Micron's plans will help restore memory chip production in the U.S. and maintain leadership in critical industries such as AI, aerospace, and defense [4]. Group 4: Workforce Development - Micron has committed to investing $325 million to develop the next generation of workforce, supporting semiconductor curriculum development and partnerships with universities and community colleges [4].