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[News] Micron Taps Bechtel, Intel Ohio Fab Builder, to Speed Up New York Mega Fab Construction

What happened

Micron selected Bechtel for its NY fab construction, targeting late 2030 and 2033 operations. This $50B expansion aims to shorten ramp-up times but threatens to lower DRAM ASPs due to subsidized costs.

Impact and signal

Medium impactImpact score: 65/100

Affected components and suppliers

capacity_expansionasp_downward_pressurelong_term_supply

Source and time

Source: TrendForce · 6/11/2026 · View original source

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