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Semiconductor Capex / AI Memory Supply Chain confidence 72/100

Micron Pledges $250B U.S. Chip Buildout, Lifting AI Memory Stocks on HBM Supply Hopes

A 20-year fab expansion in Idaho and New York anchors Micron's CHIPS Act bet, but the ~$12.5B annual pace and execution risk temper near-term earnings enthusiasm despite the sentiment rally.

ndtv-profit-business · 7/9/2026, 3:17:41 PM · Ask about this →