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Micron10-K: Capex increase

Micron plans major capital investment for new memory manufacturing fabs in the U.S.

What happened

The company is planning for the construction and expansion of new manufacturing facilities in the United States, signaling a significant, multi-year capital expenditure cycle. This initiative, supported by the CHIPS Act, will involve massive investments in construction, equipment, supply chain logistics, and hiring to ramp production.

Source

SEC EDGAROct 9, 2026

Annual report (Form 10-K)

Micron 10-K for FY2026

Filing excerpt

expectations related to construction, acquisition, expansion, and ramping of production and their impact on our ability to supply customers of our facilities, including new memory manufacturing fabs in the United States;

sec.gov/Archives/edgar/data/723125/000072312526000023/mu-20260903.htmRead the full source

Other signals in this filing (9)

Extracted by Autobound

From the Signal API record
Signal
10-K: Capex increase

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2026
Fiscal year end
09/03
Filed
Oct 9, 2026

Latest 10-K at other companies

The full record

From the Signal API record

Details

CIK
723125
Accession number
0000723125-26-000023
Timeframe
Multi year
Filing year
2026
Why it matters
Budget available
Signal category
Financial

Topics and mentions

Technologies

  • EUV

Regions named

  • United States
  • Singapore
  • Taiwan

Extraction

Confidence
High
Relevance
90%
Sentiment
Positive
Detected
Oct 13, 2026
signal_type
sec-10k
signal_subtype
capexIncrease

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/e275909d-10c7-43ce-ba31-371c0d01ae76 returns this record as JSON. POST /v1/companies/enrich returns every signal for micron.com.

{
  "signal_id": "e275909d-10c7-43ce-ba31-371c0d01ae76",
  "signal_type": "sec-10k",
  "signal_subtype": "capexIncrease",
  "detected_at": "2026-10-13T07:05:00.324+00:00",
  "company": {
    "name": "Micron",
    "domain": "micron.com"
  },
  "data": {
    "detail": "The company is planning for the construction and expansion of new manufacturing facilities in the United States, signaling a significant, multi-year capital expenditure cycle. This initiative, supported by the CHIPS Act, will involve massive investments in construction, equipment, supply chain logistics, and hiring to ramp production.",
    "metrics": {
      "timeframe": "multi_year"
    },
    "summary": "Micron plans major capital investment for new memory manufacturing fabs in the U.S.",
    "excerpts": "expectations related to construction, acquisition, expansion, and ramping of production and their impact on our ability to supply customers of our facilities, including new memory manufacturing fabs in the United States;",
    "relevance": 0.9,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/723125/000072312526000023/mu-20260903.htm",
    "filing_date": "2026-10-09",
    "filing_year": 2026,
    "fiscal_year_end": "09/03",
    "sales_relevance": "Budget available",
    "signal_category": "financial",
    "regions_mentioned": [
      "United States",
      "Singapore",
      "Taiwan"
    ],
    "technologies_mentioned": [
      "EUV"
    ]
  }
}

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