Quite a bit:

https://www.micron.com/us-expansion/ny

https://www.micron.com/us-expansion/id

The first Idaho project is starting soon: "Micron has already achieved key construction milestones on its first Idaho fab with DRAM output scheduled to begin in 2027."

https://www.wsj.com/tech/apple-raises-prices-on-macs-ipads-b...

Micron executives, who typically offer cautious projections about the boom-bust memory business, said on their earnings call that “tight conditions” will persist beyond 2027. Just three months ago, they had projected tight conditions going only beyond this year.

In an interview Wednesday night, Micron Chief Business Officer Sumit Sadana said the company couldn’t make investments during the memory market’s last downturn, when Micron’s gross profits went negative, in part because certain customers took advantage to pay rock-bottom prices.

“We told a couple of the customers who were being very aggressive with pricing at that time that this is not constructive,” he said, without naming Apple, adding that low prices discouraged capital investments. “A lot of the industry investments got shut down in 2023 because of really poor pricing and really poor margins.”

The iPhone-maker is well known for using its huge memory and storage purchases as leverage to secure the lowest prices, say analysts and former memory company executives.