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FabPulse Weekly Briefing

FabPulse Weekly Briefing — Sep 20, 2026

Project of the Week

Micron — Clay NY Megafab (4 fabs)

Clay, NY, USA

$100.0B

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This week's changes

Intel — Kiryat Gat Fab 38/Fab 11X Expansion

Globes reported (July 10, 2025) that Fab 38 part 1 is awaiting connection to production machines and that work on part 2 was frozen. Intel stated the project's pace 'is adjusted to business developments and market conditions.'

Micron — Clay NY Megafab (4 fabs)

Micron updated the projected operational milestones for its Clay, NY megafab: fab 1 operations now expected in Q3 2030 (previously 2028), with full four-fab buildout extending through 2041.

Micron — Clay NY Megafab (4 fabs)

Micron announced a groundbreaking date of January 16, 2026 for the Clay, NY megafab; fab 1 construction was scheduled to begin in Q2 2026.

SK Hynix — West Lafayette IN Advanced Packaging Fab

SK hynix Launches ‘SK hynix Ventures’ in Silicon Valley to Expand Global AI Ecosystem Investment

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