Companies
Micron Technology operates semiconductor manufacturing facilities and has announced plans for production capacity expansion in Texas as part of the U.S. CHIPS Act initiatives.
March 22, 2026
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SoftBank Just Priced the Self-Sufficient Datacenter. It's $33 Billion.
The binding constraint is hardware: DRAM and high-bandwidth memory are effectively sold out through 2028 despite investments like Micron's planned $100 billion New York fab.
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