Micron Deepens U.S. DRAM Supply Chain Bet With GlobalWafers Financing

Tom's Hardware reports that Micron has committed $500 million in strategic financing for GlobalWafers' 300mm raw silicon wafer plant in Sherman, Texas, subject to final agreements and closing conditions. The companies are also expected to enter a 10-year supply arrangement tied to output from that facility. The same report says Micron has lifted its U.S. spending plan above $250 billion through 2035 and is targeting domestic production for 40% of its DRAM by the mid-2030s. For RamTrend, the key signal is not an immediate price change, but Micron's effort to secure wafer inputs and regionalize more of its DRAM supply chain over a long planning horizon.