USD/BTC = $113,547 Block 920,915 TL:DR

The New York State Public Service Commission on Oct. 16 approved a joint proposal to build a two-mile, 345-kV underground transmission line linking National Grid’s Clay substation to Micron Technology’s planned semiconductor manufacturing campus in the state's Onondaga County.

The decision also authorizes the utility’s environmental-management and construction plan for the first phase of substation expansion and site-connection work needed to power the estimated $100-billion complex. State officials have called the project the most significant private investment in New York history.

The action also marks the first state-level infrastructure approval directly tied to Micron’s eligibility for federal CHIPS and Science Act incentives, linking New York’s regulatory process to the national semiconductor-manufacturing initiative.

Gov. Kathy Hochul called the decision a “major milestone” in developing the Micron project. “This project is set to transform Central New York—and we’re moving quickly ahead with all due speed and deliberation,” she said.

Hochul reaffirmed projections of roughly 9,000 direct jobs at the facility and more than 50,000 statewide over the next two decades.

State filings reviewed by ENR describe the transmission route as essential “enabling infrastructure” for the Clay campus, designed to deliver high-capacity power while minimizing surface disruption.

An aerial view of the 1,400-acre site in Clay, N.Y., where Micron Technology plans to build its $100-billion semiconductor manufacturing complex. The New York Public Service Commission recently approved a 345-kV underground transmission line connecting the property to National Grid’s nearby Clay substation. Image courtesy of Onondaga County Office of Economic Development

The installation will involve duct-bank construction, precision trenching and thermal backfill typical of high-voltage underground work, with environmental safeguards for soil handling and water-body protection coordinated with the state Dept. of Environmental Conservation.

Commission Chair Rory M. Christian said the agency found “no party opposed the transmission application or the terms of the joint proposal,” and that the certificate conditions “are adequate to protect the public interest and ensure potential negative impacts are avoided or minimized.”

With the approval secured, National Grid can move toward mobilizing for substation expansion and right-of-way preparation. While no firm start date has been announced, the Environmental Management & Construction Plan outlines preconstruction surveys and material deliveries beginning in late 2025, followed by trenching, conduit installation and system energization through 2026.

When completed, the upgraded Clay substation will supply redundant high-voltage feeds to Micron’s campus and strengthen grid capacity to support future industrial growth in central New York.

The transmission-line project is the first major construction component of Micron’s multi-decade build-out in the Syracuse region. The company has said construction of the first fabrication plant will follow utility readiness, with production ramping later in the decade.

State officials continue to align the project with Green CHIPS goals that tie incentives to environmental compliance, workforce development and community investment. Empire State Development, which negotiated the state incentive package, projects the Micron program will generate about $9.5 billion in annual regional output by 2027 and more than $16 billion by 2041.

The commission's decision signals the start of tangible field activity with early work focusing on high-voltage civil construction, underground utilities and substation expansion. Additional bid packages for roads, water and sewer service and rail access are expected as site development advances.

Micron Executive Vice President of Global Operations Manish Bhatia called the decision “another step forward in our journey to bring Micron’s investments to central New York” and said it “will help enable us to build leading-edge, high-volume memory manufacturing here.”

This is a massive project and win for NYS. One thing I hate is the CHIPS act causes Mircon to even consider such a large scale project. I can’t even fathom a 880k ($100B) infrastructure project but here we are!