Micron said it will boost planned US fab and technology investment and expects to spend more than $250B through 2035, citing surging memory demand. The increased capex signals a constructive demand outlook for DRAM and NAND over the long run. While the move is capital-intensive, it should support optimism around Micron’s industry cycle and capacity expansion plans.
Micron said it will boost planned US fab and technology investment and expects to spend more than $250B through 2035, citing surging memory demand. The increased capex signals a constructive demand outlook for DRAM and NAND over the long run. While the move is capital-intensive, it should support optimism around Micron’s industry cycle and capacity expansion plans.
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