Micron Clay NY Fab Delayed to 2033

According to reports, Micron has revealed that its planned wafer fab complex near Clay, New York, is facing a significant delay, now expected to start production by the end of 2033—eight years later than the originally planned 2025 launch.

Despite the setback in New York, Micron is fast-tracking construction at its Idaho facility, reallocating CHIPS Act funding to accelerate that site's development.

According to the Environmental Impact Statement (EIS) draft released by Micron in June, the first wafer fab (Fab 1) near Clay is set to begin construction in late 2026, with completion anticipated in the latter half of 2028 or early 2029. Typically, building a fab takes 12 to 24 months depending on various factors, which means DRAM production at Fab 1 may not start until around 2030—roughly five years later than originally expected.

The same report outlines that Fab 2 is planned for late 2028, Fab 3 for late 2033, and Fab 4 for mid-2039. Under this schedule, the Clay campus is projected to reach full-scale production by 2045, five years later than initially planned.

"Micron will begin preliminary site preparation for the Clay project in Q4 2025. The first two DRAM fabs (Fab 1 and Fab 2) are expected to become operational in 2029 and 2030, with the remaining fabs (Fab 3 and Fab 4) coming online in 2035 and 2041," the company stated in its June EIS submission.

However, the New York project appears poised for another delay. Recent environmental documents obtained by Syracuse University (not yet publicly released) suggest Fab 1's construction timeline has extended from three to roughly four years, pushing its expected completion from late 2028 to the end of 2030.

Micron has not provided detailed reasons for the revised schedule but confirmed adjustments to its $6.1 billion CHIPS Act financing agreement with the U.S. Department of Commerce. The changes reportedly extend the New York project timeline by about two years, while allowing the company to prioritize its Idaho ID2 facility. With one Idaho fab already built and another in planning, this shift indicates Micron is strategically adjusting project priorities to bring certain production online sooner.