NuAxiSemiconductor trade intelligence
[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
Micron TechnologyBechtel
capacity_expansionasp_downward_pressurelong_term_supply
Source and time
Source: TrendForce · 6/11/2026 · View original source
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