Micron Breaks Ground on Its $15 Billion EUV DRAM Fab in the U.S.by Anton Shilov on September 14, 2022 9:00 AM EST
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Micron this week broke ground on its leading-edge memory production facility near Boise, Idaho. The company will invest $15 billion in its new fab as a part of its ambitious plan to invest $40 billion in its U.S.-based manufacturing capacities by the end of this decade as well as spend $150 billion on new fabs by 2030 globally.
Micron's upcoming leading-edge fab will produce DRAM and will be a rather colossal manufacturing facility. At build-out, when the fab is fully equipped with tools, its cleanroom space will reach 600,000 feet2 (55,700 meters2), which is about two times larger compared to cleanroom space at GlobalFoundries' Fab 8 and which is comparable to cleanroom space at giant fabs operated by Micron's rivals Samsung and SK Hynix is South Korea. Essentially, Micron will operate one of the largest semiconductor production facilities in the U.S.
The new fab will be located adjacent to Micron's R&D center and headquarters near Boise, Idaho, which will bring together scientists, process technology developers, and manufacturing engineers in one location, something that promises to speed up time-to-yield and time-to-market for advanced DRAMs.
"With this facility, Micron will closely couple R&D and manufacturing, providing synergies that will enable us to accelerate the production ramp of advanced memory technology," said Sanjay Mehrotra, president and CEO of Micron.
Micron is currently prepping the site for the new fab and plans to begin construction in early 2023 in a bid to start bringing cleanroom space online gradually starting in 2025. The facility will be equipped with modern deep ultraviolet (DUV) and extreme ultraviolet (EUV) lithography tools and will make memory using one of Micron's advanced EUV-enabled production nodes. The company intends to start fabbing DRAMs at its new facility sometimes in 2025 and then ramp up production to the full capacity in the following years.
At present it is hard to guess which fabrication process will be adopted at the new fab. Considering the fact that Micron is expected to start DRAM production using its first EUV-enabled manufacturing technology (1γ) sometimes in mid-2023 – early-2024, it is likely that the fab near Boise, Idaho, will adopt the company's second EUV-enabled process (1δ). Yet, this is an educated guess (based on habitual introduction of new DRAM nodes every 18 months or so) at this point.
Micron intends to make 40% of its global DRAM output in America in 2030s, a rebalance that the company has not done in decades. Therefore, in addition to Micron's new fab near Boise, Idaho, the company plans to build a yet another DRAM facility in the U.S. Currently the company is in the final stages of its selection process for another site in America.
Micron will invest $15 billion in the new manufacturing facility near Boise, Idaho. The company also plans to get incentives from the local and state authorities and support from the federal government enabled by the CHIPS and Science act signed into law last month.
"The investment, made possible by the anticipated grants and credits provided by the CHIPS and Science Act, also enhances Micron's supply chain resilience and will establish a new strategic capability for the U.S.," said the head of Micron.
It is noteworthy that Micron is not the only DRAM maker to start building new memory fabs when demand for both 3D NAND and DRAM is down. Last week SK Hynix began to expand its M15 site with its new M15X building as the company is preparing for increased DRAM demand starting in 2025.
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Leeea - Wednesday, September 14, 2022 - linkBeautiful.
Threska - Wednesday, September 14, 2022 - linkNice. Hope they get the water they need.
meacupla - Wednesday, September 14, 2022 - linkUnlikely. Idaho, Nevada, Arizona are all changing to a dryer climate with less rain fall each year.
lazarpandar - Wednesday, September 14, 2022 - linkYes we behind keyboards know better than the experts who do this for a living.
Threska - Wednesday, September 14, 2022 - linkWe know quite a bit about it.
RealBeast - Thursday, September 15, 2022 - linkHey thanks, very informative video.
LM Hess - Wednesday, September 14, 2022 - linkThe "experts" are often employed or paid by the companies who are doing things that they shouldn't be doing. And sometimes, the "experts" are just wrong.
PeachNCream - Thursday, September 15, 2022 - linkThe other impact probably not included is what the human labor will do to a region when a business moves into an area. Fabs aren't people-heavy operations, but to bring in the staffing needed to support the operation - staff that will live in potentially water inefficient housing, drive arms race sized SUVs to and from work, generate various forms of waste, and spit out more children to further burden the world - there is an impact to things like water supply due to that which is obviously not going to land on an environmental impact study for a given facility, but most certainly will come at a cost to the area around said new facility.
Threska - Thursday, September 15, 2022 - linkMaybe they don't want to work in semiconductor manufacturing.
webdoctors - Wednesday, September 14, 2022 - linkLook at the stock market this year. Everyone knew inflation started last year, the gov would be raising rates and QT would be incurring. However, the Billionaires and experts didn't imagine the huge drop in stock prices, and markets. Look at Twitter and how over valued it was, why not just wait for a few months for it to drop billions.
Tons of stuff the "experts" seem to get wrong, even with billions at stake. Especially when it comes to timings and time spans.