Intel announced a EUR 5 billion expansion in Ireland on July 13, while Micron raised its planned U.S. investment to more than US$250 billion on July 9. Micron also reiterated its long-term goal of producing 40% of its DRAM in the U.S. by 2035.
Major chipmakers are committing massive capital to localize advanced manufacturing, reducing reliance on concentrated supply chains for AI infrastructure.