Micron adds $500M to Texas plant, targets 40% US DRAM by 2035

Micron committed an additional $500 million to GlobalWafers' Texas wafer plant as part of a $250 billion US spending plan running through 2035. The memory maker aims to manufacture 40% of its DRAM domestically by the mid-2030s.

Why it matters: Memory supply is a gating factor for AI data centers, making domestic DRAM capacity strategically important.