After nearly two years of schedule drift, environmental filings confirm that Micron Technology now plans to begin construction in mid-2026 on the first fabrication plant at its $100 billion semiconductor megafab in Clay, N.Y., north of Syracuse.

The Final Environmental Impact Statement, filed with the Onondaga County Industrial Development Agency, revises the project timeline and pushes the first fab’s operational target to 2030.

During a Nov. 6 public hearing on the filing, Onondaga County Executive Ryan McMahon called the plan “a truly monumental and tangible step forward” and acknowledged the long delay from its originally targeted 2024 start.

“[This is] the worst-case-scenario timeline … not a reflection on anything other than the construction schedule of what it takes to build this,” McMahon said, according to local TV coverage of the meeting.

Infrastructure Realignment

The later start reshapes schedules for contractors and engineers involved in the project’s technically demanding and infrastructure-intensive industrial builds. The New York State Public Service Commission in October approved a two-mile, 345-kV underground transmission line linking the existing Clay substation to the Micron campus—a key utility milestone. 

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Governor Kathy Hochul, recognizing the urgency in achieving project-ready status, said previously that the state “is moving quickly ahead with all due speed and deliberation.” Heavy-industrial contractors note that prolonged preconstruction periods heighten exposure to inflation and complicate workforce planning.

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New York’s Green CHIPS incentive program—offering up to $5.5 billion in credits tied to verified job creation and capital milestones—remains in place but will track the revised schedule. Federal CHIPS Act funds administered through the U.S. Commerce Dept. are also contingent on construction progress.

“This DEIS reflects years of collaboration and diligence,” Rob Simpson, president of CenterState CEO, a Syracuse-based business alliance said in a statement. “At the same time, we want to underscore the need for timeliness and momentum. Our region and our country need this project to come online as soon as possible to ensure our national security and economic competitiveness.”

Industry analysts suggest the delay could exceed the two-year slip cited in public filings. TrendForce reported Nov. 10 that Micron’s second fab may not open until late 2033, while Digitimes Asia said some CHIPS Act funding may be redirected to Micron’s Idaho facility.

A Nov. 10 Tom’s Hardware summary echoed those findings, citing internal sources that forecast a multi-year re-phasing of Micron’s U.S. manufacturing program. Locally, CNY Central reported community unease over the revised schedule and the project’s 49-year property-tax agreement with Onondaga County.

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County officials said site clearing and utility corridor work will continue through the end of 2025, ahead of major construction mobilization in 2026. ENR was unable to reach Micron regarding reports of timelines extending beyond the 2030 target.

Micron’s four-fab campus—covering 1,377 acres and projected to create more than 50,000 jobs, including about 9,000 direct Micron positions, according to the governor’s office—remains central to the federal drive to expand domestic semiconductor manufacturing. 

Company and state officials have said the site could produce roughly one-quarter of all U.S.-made semiconductors by 2030.