Micron: American-Made DRAM Could Be A Competitive Advantage

Micron Technology, Inc. is expanding U.S. DRAM manufacturing, leveraging customer willingness to pay a premium for American-made memory. Federal and state incentives, including tax credits and CHIPS Act grants, significantly offset higher U.S. production costs, narrowing the cost gap with Asia. MU's U.S. manufacturing does not require a rerating, as government support and customer premiums render the economics broadly attractive without relative losses.