4 ms·
That Trump makes us very motivated to stop relying on American tech.
by capitol_ 7mo ago
That Trump makes us very motivated to stop relying on American tech.
- okanat 7mo agoThis doesn't solve the issue that globalism caused. Europe doesn't make DRAM nor has the know-how to quickly bring factories online which usually take 10+ years. We are tied to American economy and if AI companies start driving prices up not only DRAM but basically everything will become more expensive.
- x_may 7mo agoIsn’t there also basically 0 American DRAM?
- UltraSane 7mo agoMicron Technology, Inc. is an American semiconductor company that manufactures computer memory
- input_sh 7mo agoThey don't produce them within the US. They're building some factories to do so in the future, but as of now their output is 0.
- okanat 7mo agoHowever, the US government has / can have control over Micron's production. They are headquartered in the US. They have the intellectual property and know-how to erect a vertically integrated supply chain. Europe doesn't have this strategic investment.
- Fnoord 7mo agoMicron/Crucial has bailed the consumer market. Enterprise only now, FWIW.
- dangus 7mo agoThe newfound desire to move away from American cloud providers isn’t related to pricing, it’s about the perception of growing instability within the American government, the perception of deteriorating freedom of speech, and the perception of an increasingly non-neutral business environment. E.g., if I’m running a business in the US and I don’t kiss Trump’s ring (and pay bribes), if he becomes dictator for life in 2028, all bets are off for my business. Both the EU and USA import the majority of their computer equipment, and the USA is placing heavy and unpredictable tariffs on those goods. It’s hard to argue that a business should bet that data centers will be cheaper in the US than in the EU if Trump is the last democratically elected president. The most stable places to do business in 2026 are probably the EU and China.
- bootsmann 7mo agoAmerica doesn't manufacture DRAM either, this is all South Korea and Taiwan.
- spockz 7mo agoAnd China with IXMT.
- petcat 7mo ago??? Micron has DRAM megafabs in both Idaho and New York state. https://en.wikipedia.org/wiki/Micron_Technology https://en.wikipedia.org/wiki/Micron_Technology
- bootsmann 7mo agoAre those plants still functional after CHIPS act was axed? I thought they mainly produce in Asia now.
- petcat 7mo agoWell first of all, the CHIPS Act was not "axed", it is federal law passed by an overwhelming bipartisan majority of the House and Senate. It would take a complete reversal of congress to repeal it and it's still very popular among both parties. Where do you get your information from?
- deleted 7mo ago[deleted]
- bootsmann 7mo ago> Well first of all, the CHIPS Act was not "axed", it is federal law passed by an overwhelming bipartisan majority of the House and Senate. It would take a complete reversal of congress to repeal it and it's still very popular among both parties. DOGE cut basically all staff from the CHIPS Program Office, congress passed the money but Trump is choosing to turn it into a slush-fund the admin spends on industrial policy (such as buying a stake in Intel). Wolfspeed went into bankruptcy in part because the admin delayed CHIPS funding agreed by the previous admin [1] (it's unclear whether they received the grant now that they have left it). [1] https://www.ft.com/content/4aac09f9-19df-401a-9ab3-ef14a47bb6d2 https://www.ft.com/content/4aac09f9-19df-401a-9ab3-ef14a47bb...
- adrian_b 7mo agoEurope has stopped making DRAM relatively recently (Qimonda). This should have not been allowed to happen.
- Mad_ad 7mo agoAmerica doesn't really produce RAM either.
- UltraSane 7mo agoYou waited far too long.