Micron Technology Delays Megafab Construction in Clay, NY

KEY POINTS

• Micron has delayed the construction and opening of its first two semiconductor fabrication plants (fabs) at the $100 billion Clay, NY campus by 2-3 years.

• The build is expected to require up to 4,200 workers on-site daily during peak periods, with phased development of four fabs stretching construction to 2041.

• Each fab will cover 27.5 acres (1.2 million square feet), evenly split between 600,000 square feet of cleanroom space and supporting infrastructure.
  

Micron Technology announced a two- to three-year delay in the construction and opening of its first two semiconductor fabrication plants (fabs) at its $100 billion megafab campus in Clay, New York. The information was released last week publicly in  Micron’s final environmental impact report.

Project Background

Micron plans to construct four semiconductor fabrication facilities with identical designs over a period of 16 years. The plan was announced in 2022 to support the U.S. goal of expanding domestic memory chip manufacturing and reclaiming global leadership in semiconductor production.

Each of the four fabs will span 27.5 acres or 1.2 million square feet, including 600,000 square feet of cleanroom space and an equal area for supporting infrastructure.

A revised construction schedule delays the construction start to 2026, with operations at its first fabrication facility shifting from 2028 to 2030. The delay also impacts the timeline for the construction of subsequent fabs and related infrastructure projects on the campus.

The full build-out of the 4.8 million square-foot, four-building Micron manufacturing campus is now expected by 2041, according to public documents, with full production anticipated in 2045.

A rendering of the 4.8 million square-foot Micron megafab semiconductor fabrication facilities in Clay, NY. Construction is expected to occur in stages through 2041. Image: Micron

Revised Construction Timeline

In its 738-page Final Environmental Impact Statement, released on November 7, 2025, Micron provided a “Potential Revised” construction schedule, reflecting a two- to three-year delay in the opening of its first facility.

Micron released a revised potential construction schedule for its Clay, NY megafab project, which delays the facility’s opening by two to three years. Image: Micron

Thousands of Construction Workers at Peak

Workforce Requirements

Micron estimates that the campus construction will require approximately 4,200 construction workers on-site daily during peak periods, lasting about six months for each of the four fabs. The number of workers on-site will fluctuate depending on the specific construction activities, with some workers living and working on-site.

Phased Development

Construction workers and manufacturing employees will be “co-located at Micron Campus until 2041,” the company stated, as the phased development of the four massive fabrication facilities and related construction progresses.

The workforce will steadily increase until the completion of Fab 4 in 2041, after which the on-site construction workforce will scale down to a minimal presence, focusing on implementing new memory chip production technologies.

Investment and Job Creation

The project is expected to attract over $100 billion in private investment over the next 20 years, with $20 billion planned to be invested by the end of this decade.

By 2045, Micron aims to create over 9,000 permanent on-site jobs and approximately 40,000 additional jobs across various sectors in New York State.

Largest U.S. DRAM Producer

Once completed, the facility will become the largest U.S. producer of DRAM chips, which are critical for military, cybersecurity, aerospace, artificial intelligence (AI), and consumer applications.

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