“By end of the decade, each of these robots — there will be, over time, hundreds of millions of these robots — they all require tons of memory. So, memory demand is tremendous. Supply is constrained. We see 2027 even tighter with respect to 2026. What we are building here [at the first Boise fab], first wafers out in 2027, production ramping in 2028 timeframe. Clay, New York, production ramping, by 2029 to 2030 timeframe. The second Boise Fab will start ramping up production in late '28 timeframe.”

Sanjay Mehrotra · said 2026-08-20 · reported 2026-08-21

Mehrotra detailed supply constraints and construction timelines for Micron's new fabs in Boise and Clay, New York.