Arabic version: توسع ميكرون يسلط الضوء على طلب مراكز البيانات والمخاطر السياسية

According to Cnbc, Micron is accelerating work on two memory-chip fabrication plants in Boise, Idaho, where 9,000 people are working long hours, six days a week, toward full DRAM production in the first quarter of 2027. The company is also building two fabs in Clay, New York, near Syracuse, as it seeks to expand supply for data centers.

Micron Chief Executive Sanjay Mehrotra wants the company to increase chip output without becoming a constraint on the global AI buildout. The company, described as the number three producer of dynamic random access memory, is focusing on technology and specialized high-bandwidth devices to compete with Samsung and SK Hynix despite higher U.S. production costs.

The report said Micron plans to invest $100 billion in the New York project over 10 years, while the government is contributing $6 billion. Questions remain over labor arrangements, including whether union rules will permit workers who want to work six days a week to do so, and over the impact of the project’s CHIPS and Science Act support.

Demand for memory is not presented as the main concern for the data-center trade. Instead, the report pointed to political resistance to data-center development, including actions by the governors of Texas and Pennsylvania that could slow projects. It argued that developers need stronger cooperation and a common code of conduct to address community concerns and infrastructure needs.

The market reaction has added to investor caution. Micron fell less than 1% to $963 after the author had expected it to breach $1,250, while Corning and Qnity Electronics were cited as notable losers. Still, Micron’s demand outlook was described as a source of confidence in AI infrastructure, with the author saying Micron would be the stock to buy more of.