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Micron Unveils $10 Billion AI Memory Research Lab in Boise

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Micron Technology plans to invest $10 billion over the next decade in a new research facility in Boise, Idaho, focused on advanced memory technologies, computing systems and future semiconductor manufacturing.

The new Micron Research Labs facility will bring together customers, universities, government agencies and semiconductor partners to accelerate development of next-generation memory products.

The investment comes as demand for high-bandwidth memory (HBM) continues to surge due to rapid growth in AI data centers and advanced computing systems. HBM has become a critical component for feeding data to AI accelerators, benefiting major memory manufacturers including Micron, Samsung Electronics and SK Hynix.

Micron said the Boise facility will be connected with its global research network across the U.S., Europe, Japan, India, Singapore and Taiwan.

The project builds on more than $250 billion in separate U.S. manufacturing and R&D commitments already announced by the company. Micron expects construction of the new laboratory to begin in 2027, with the facility eventually hosting hundreds of researchers.

Exclusive: Micron to announce memory chip manufacturing investment in Singapore

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U.S. memory chipmaker Micron Technology is set to announce a new investment to expand memory chip manufacturing capacity in Singapore, according to sources familiar with the matter. The move comes as global industries face an acute shortage of memory chips driven by rapid expansion in artificial intelligence infrastructure and growing demand from consumer electronics.

Sources said the announcement could come as soon as Tuesday, with at least part of the investment expected to focus on NAND flash memory. Micron already has a significant manufacturing presence in Singapore, where it produces nearly all of its flash memory chips. The company is also building a $7 billion advanced packaging plant for high-bandwidth memory used in AI chips, which is scheduled to begin production in 2027.

The investment reflects intensifying competition among major memory producers as supply struggles to keep pace with demand. Rivals including Samsung and SK Hynix have announced new production lines and accelerated factory timelines, yet analysts warn the global memory shortfall could persist until late 2027.

Micron has also been exploring ways to boost output elsewhere. The company recently said it was in talks to acquire a fabrication site in Taiwan to expand DRAM wafer production, underscoring the scale of investment required to stabilize the memory market amid the AI boom.

Nvidia CEO Jensen Huang Reports Surging Demand for Blackwell Chips

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Nvidia CEO Jensen Huang said on Saturday that demand for the company’s cutting-edge Blackwell AI chips is “very strong,” as the semiconductor giant deepens its partnership with Taiwan Semiconductor Manufacturing Co (TSMC) to meet soaring global demand.

Speaking at an event hosted by TSMC in Hsinchu, Taiwan, Huang said Nvidia’s Blackwell platform — which integrates GPUs, CPUs, networking, and switching systems — requires an extensive supply of wafers and components. “We build the GPU, but we also build the CPU, the networking, the switches… there are a lot of chips associated with Blackwell,” he explained.

TSMC CEO C.C. Wei confirmed that Huang had “asked for wafers,” but declined to disclose quantities. “TSMC is doing a very good job supporting us,” Huang said, emphasizing that Nvidia’s record-breaking success “would not be possible without TSMC.”

In October, Nvidia became the first company to surpass a $5 trillion market value, prompting Wei to call Huang a “five-trillion-dollar man.”

When asked about supply challenges, Huang acknowledged there would be “shortages of different things,” though memory makers SK Hynix, Samsung, and Micron have expanded capacity to meet demand. Nvidia has already received next-generation memory samples from all three suppliers.

SK Hynix recently said it had sold out all production for 2026, forecasting a long-lasting chip “super cycle” driven by AI growth. Samsung is also in “close discussion” to supply HBM4 memory to Nvidia.

Huang reiterated that Nvidia has no active discussions to sell Blackwell chips to China, as U.S. restrictions remain in place.