--- title: Micron is spending $10bn on a lab betting the memory... description: Micron is investing $10 billion over ten years into a new research hub in Boise, Idaho, dedicated to memory technology, architectures, and future semiconductor... canonical: https://daily.dev/posts/micron-is-spending-10bn-on-a-lab-betting-the-memory-cycle-has-changed-jbpewvwct twitter:card: summary_large_image twitter:site: @dailydotdev og:type: website og:site_name: daily.dev og:title: Micron is spending $10bn on a lab betting the memory cycle has changed | daily.dev og:description: Micron is investing $10 billion over ten years into a new research hub in Boise, Idaho, dedicated to memory technology, architectures, and future semiconductor... og:url: https://daily.dev/posts/micron-is-spending-10bn-on-a-lab-betting-the-memory-cycle-has-changed-jbpewvwct og:image: https://api.daily.dev/og/posts/jBpeWVWCT.png og:image:alt: Micron is spending $10bn on a lab betting the memory cycle has changed og:image:width: 1200 og:image:height: 630 og:locale: en --- > ## Documentation Index > Fetch the complete documentation index at: https://daily.dev/llms.txt > Use this file to discover all available pages before exploring further. # Micron is spending $10bn on a lab betting the memory cycle has changed **[The Next Web](https://daily.dev/sources/tnw)** · 5 min read · 0 upvotes · 0 comments ## Summary Micron is investing $10 billion over ten years into a new research hub in Boise, Idaho, dedicated to memory technology, architectures, and future semiconductor manufacturing, with ground breaking planned for 2027. CEO Sanjay Mehrotra argues AI has permanently changed the value of memory, turning it into strategic AI infrastructure rather than a commodity component, citing a roughly 50% supply gap versus data center demand and five-year agreements signed with 16 customers. The announcement drew endorsements from officials including Commerce Secretary Howard Lutnick, plus Jensen Huang and Tim Cook. Skeptics note memory has always been cyclical, Micron shares fell 29% in July, and all three top HBM suppliers (Micron, SK Hynix, Samsung) are expanding capacity simultaneously, a pattern that preceded past downturns. ## Full article daily.dev links to this article rather than hosting it. Read it at the original source: ## Questions this post answers ### How much is Micron spending on its new Boise research lab and over what timeframe? Micron is committing $10 billion over the next decade to Micron Research Labs, headquartered in Boise, Idaho. The funding covers a flagship campus, university collaborations, satellite labs, and industry partnerships, and is separate from the more than $250 billion Micron has already committed to American manufacturing and research. Ground is expected to break in 2027 on a facility able to host hundreds of researchers. _Engineers tracking where semiconductor R&D dollars are heading can follow developments like this on daily.dev._ ### Why does Micron's CEO say the memory chip cycle has changed because of AI? Sanjay Mehrotra argues AI has created more durable demand than past cycles, saying memory is now strategic infrastructure rather than just a component, with data center customers wanting roughly 50% more supply than Micron can commit and 16 customers signed to five-year strategic agreements. Critics note memory has historically been cyclical, and Micron shares still fell 29% in July despite these claims. _Anyone weighing whether the AI memory boom is structural or another cycle can track the debate via daily.dev._ ### How much did DDR2 memory prices rise during the recent AI-driven memory shortage? DDR2, a memory standard dating to 2003, saw prices rise 60% as AI demand for DRAM absorbed supply across the industry. DRAM made up 76% of Micron's revenue last quarter, and the shortage pushed prices up even on legacy standards no longer used in current systems, illustrating how widely the AI memory squeeze has spread. _Developers and buyers watching component costs ripple through hardware can follow memory market shifts on daily.dev._ ## Similar posts on daily.dev - [Why Wall Street thinks US memory maker Micron is the next Nvidia](https://daily.dev/posts/why-wall-street-thinks-us-memory-maker-micron-is-the-next-nvidia-qa0ojpmro) · TechCrunch · 0 upvotes · 0 comments - [Micron’s revenue quadrupled as AI memory demand pushes gross margins above 81 percent](https://daily.dev/posts/micron-s-revenue-quadrupled-as-ai-memory-demand-pushes-gross-margins-above-81-percent-7pm8gmjuh) · The Next Web · 0 upvotes · 0 comments - [Memory makers SK Hynix and Micron join the $1-trillion club](https://daily.dev/posts/memory-makers-sk-hynix-and-micron-join-the-1-trillion-club-fftpdunkr) · TechCentral · 0 upvotes · 0 comments - [South Korean tech giants commit over $550B to ease ‘ RAMageddon’](https://daily.dev/posts/south-korean-tech-giants-commit-over-550b-to-ease-ramageddon--eygiczvyh) · TechCrunch · 1 upvotes · 1 comments --- Tags: [#gpu](https://daily.dev/tags/gpu) [View this post on daily.dev](https://daily.dev/posts/micron-is-spending-10bn-on-a-lab-betting-the-memory-cycle-has-changed-jbpewvwct) ```json {"@context":"https://schema.org","@graph":[{"@type":"Organization","@id":"https://daily.dev/#organization","name":"daily.dev","url":"https://daily.dev","logo":{"@type":"ImageObject","url":"https://daily.dev/apple-touch-icon.png","width":180,"height":180},"sameAs":["https://twitter.com/dailydotdev","https://github.com/dailydotdev","https://www.linkedin.com/company/daily-dev-ltd"]},{"@type":"WebSite","@id":"https://daily.dev/#website","url":"https://daily.dev","name":"daily.dev","publisher":{"@id":"https://daily.dev/#organization"},"potentialAction":{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https://daily.dev/search?q={search_term_string}"},"query-input":"required name=search_term_string"}}]} {"@context":"https://schema.org","@type":"TechArticle","headline":"Micron is spending $10bn on a lab betting the memory cycle has changed","url":"https://daily.dev/posts/micron-is-spending-10bn-on-a-lab-betting-the-memory-cycle-has-changed-jbpewvwct","mainEntityOfPage":{"@type":"WebPage","@id":"https://daily.dev/posts/micron-is-spending-10bn-on-a-lab-betting-the-memory-cycle-has-changed-jbpewvwct"},"datePublished":"2026-08-21T15:23:39.590Z","dateModified":"2026-09-14T06:06:15.670Z","description":"Micron is investing $10 billion over ten years into a new research hub in Boise, Idaho, dedicated to memory technology, architectures, and future semiconductor...","image":"https://media.daily.dev/image/upload/f_auto,q_auto/v1/posts/c161a09ccbe8b053bc9a44a2a9674614?_a=AQAEuop","thumbnailUrl":"https://media.daily.dev/image/upload/f_auto,q_auto/v1/posts/c161a09ccbe8b053bc9a44a2a9674614?_a=AQAEuop","isAccessibleForFree":true,"articleSection":"The Next Web","inLanguage":"en","publisher":{"@type":"Organization","name":"daily.dev","url":"https://daily.dev","logo":{"@type":"ImageObject","url":"https://daily.dev/apple-touch-icon.png","width":180,"height":180}},"author":{"@type":"Organization","name":"The Next Web","logo":"https://media.daily.dev/image/upload/t_logo,f_auto/v1/logos/tnw","url":"https://daily.dev/sources/tnw"},"commentCount":0,"discussionUrl":"https://daily.dev/posts/micron-is-spending-10bn-on-a-lab-betting-the-memory-cycle-has-changed-jbpewvwct","interactionStatistic":[{"@type":"InteractionCounter","interactionType":{"@type":"LikeAction"},"userInteractionCount":0},{"@type":"InteractionCounter","interactionType":{"@type":"CommentAction"},"userInteractionCount":0}],"keywords":"gpu","timeRequired":"PT5M"} {"@context":"https://schema.org","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https://daily.dev"},{"@type":"ListItem","position":2,"name":"The Next Web","item":"https://daily.dev/sources/tnw"},{"@type":"ListItem","position":3,"name":"Micron is spending $10bn on a lab betting the memory cycle has changed"}]} {"@context":"https://schema.org","@type":"FAQPage","@id":"https://daily.dev/posts/micron-is-spending-10bn-on-a-lab-betting-the-memory-cycle-has-changed-jbpewvwct#faq","mainEntity":[{"@type":"Question","name":"How much is Micron spending on its new Boise research lab and over what timeframe?","acceptedAnswer":{"@type":"Answer","text":"Micron is committing $10 billion over the next decade to Micron Research Labs, headquartered in Boise, Idaho. The funding covers a flagship campus, university collaborations, satellite labs, and industry partnerships, and is separate from the more than $250 billion Micron has already committed to American manufacturing and research. Ground is expected to break in 2027 on a facility able to host hundreds of researchers. Engineers tracking where semiconductor R&D dollars are heading can follow developments like this on daily.dev."}},{"@type":"Question","name":"Why does Micron's CEO say the memory chip cycle has changed because of AI?","acceptedAnswer":{"@type":"Answer","text":"Sanjay Mehrotra argues AI has created more durable demand than past cycles, saying memory is now strategic infrastructure rather than just a component, with data center customers wanting roughly 50% more supply than Micron can commit and 16 customers signed to five-year strategic agreements. Critics note memory has historically been cyclical, and Micron shares still fell 29% in July despite these claims. 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