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(Image credit: Credit: Micron Technology) Recent updates UPDATE 11/11/2025 : Micron has provided Tom's Hardware with the latest version of its Environmental Impact Statement (EIS) that details the plans for the company's fab complex in New York. As it appears, there are no delays compared to the timelines that Micron announced in mid-2025. As expected, construction of the first fab will start in late 2026, will be completed in 2028, and the fab will come online in circa 2030. We have updated this story in accordance with the latest version of the EIS
Micron has published the final draft Environmental Impact Statement (EIS) for its fabs near Clay, New York, which reveals the final schedules for construction of four fabs starting late 2025 through 2041. Meanwhile, a report from Syracuse indicates that the company is accelerating its Idaho fabs and reallocating CHIPS Act funding to that facility.
"Micron remains focused on bringing leading-edge memory manufacturing to New York, and we appreciate the strong partnership with federal, state, and local authorities," a Micron statement supplied to Tom's Hardware reads.
According to Micron's official draft EIS document released back in June and the latest draft EIS published in November, the construction phase for the first fab (Fab 1) would start from late 2026 (after a year of preparations that start in late 2025, according to the company's U.S. expansion plan unveiled on July 1, 2025) and will last till the second half of 2028, or early 2029. It usually takes 12 to 24 months to fully equip a fab, depending on various factors; hence, it is reasonable to expect the first fab to start DRAM production sometime in 2030, five years later than initially expected. Yet, Micron believes it can partly equip its Fab 1 in three quarters and begin operations in Q1 2029.
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Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/pc-components/dram/SPONSORED_LINK_URL
- https://www.tomshardware.com/pc-components/dram/microns-new-york-chipmaking-fabs-by-five-years-but-accelerates-second-fab-in-idaho-and-reallocates-chips-act-funding#main
- https://www.tomshardware.com
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