4 ms·

America doesn't manufacture DRAM either, this is all South Korea and Taiwan.

spockz 8mo ago
And China with IXMT.
petcat 8mo 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 8mo ago
  Are those plants still functional after CHIPS act was axed? I thought they mainly produce in Asia now.
  - petcat 8mo 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. Where do you get your information from?
    - deleted 8mo ago
      [deleted]
    - bootsmann 8mo 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...
      - petcat 8mo ago
        Once again, where do you get your information from? The only thing that doesn't exist anymore is DOGE itself. https://wtop.com/government/2025/11/doge-quietly-disbands-8-months-ahead-of-schedule/ https://wtop.com/government/2025/11/doge-quietly-disbands-8-...
        anonymars 8mo ago
        Does eliminating DOGE magically put Humpty Dumpty back together again?
        oblio 8mo ago
        If Doge disbanded but its actions haven't been undone, it doesn't matter if Doge doesn't exist anymore.
        ceejayoz 8mo ago
        Just like executing a serial killer brings back all the victims, right? No harm done!
        vel0city 8mo ago
        You hire someone to reqire a few outlets in your kitchen. They burn down half your house. You fire the crappy electrician. What's the state of your house now?
  - VWWHFSfQ 8mo ago
    > after CHIPS act was axed This is news to a lot of Americans! The 2022 CHIPS and Science Act is codified federal law. I think a lot of states (Arizona, Idaho, New York) would be very interested to learn that the funding for the infrastructure that they are already building has somehow gone poof.
    - voganmother42 8mo ago
      Intel is now partially government owned(10%), they got rid of some of the milestones. The current administration has been extremely poor about communicating changes as well as constantly yanking funding (or threatening to) for projects - the chances of funding going poof are higher than ever.
- petesergeant 8mo ago
  > Currently, 100% of leading-edge DRAM production occurs overseas, primarily in East Asia.[0] They make DRAM for cars, not computers, in the USA. They've promised they'll bring manufacturing onshore any time soon, which effectively means they'll wait until Trump forgets about it. 0: https://www.nist.gov/news-events/news/2025/06/president-trump-secures-200b-investment-micron-technology-memory-chip https://www.nist.gov/news-events/news/2025/06/president-trum...
  - zozbot234 8mo ago
    That's not how it works, DRAM substrate (the actual chip that contains memory cells) is shared. It's only the packaging that differs.
- input_sh 8mo ago
  They don't "have them", they're building them. https://www.micron.com/us-expansion/id https://www.micron.com/us-expansion/id > Micron has already achieved key construction milestones on its first Idaho fab with DRAM output scheduled to begin in 2027. https://investors.micron.com/news-releases/news-release-details/micron-celebrates-official-groundbreaking-new-york-megafab-site https://investors.micron.com/news-releases/news-release-deta... > Production is expected to start in 2030 with the fabs ramping throughout the decade. Until they start outputting DRAM in any meaningful quantity, they're not relevant.
  - VWWHFSfQ 8mo ago
    It looks like it's still a big difference between how the US and EU are responding to the chip supply wars. The US is actually building their own manufacturing capabilities domestically while the EU is apparently doing nothing, which is unfortunate.
    - bootsmann 8mo ago
      Infineon is _opening_ its fab plant in Dresden this year which was supported by around 1bn euros from the EU equivalent of the CHIPS Act. They started building this fab in 2023, while TSMC, who started building its fab in the US right after covid just delayed the opening to 2027
      - petcat 8mo ago
        The fab that Infineon is building is vastly smaller in scale, and their tech isn't really relevant to this discussion. For instance, it doesn't produce CPU/GPU microchips or DRAM. Also only 300mm wafer technology, which isn't competitive for anything except for some narrow industrial use-cases. Glad to see the EU is doing it, but it's a completely different thing.
        addaon 8mo ago
        Pretty much everyone is on 300 mm wafers for everything now, and has been for a while. Are you perhaps reading this as 300 nm process (which would usually be called 0.3 micron)?
okanat 8mo ago
American companies are driving global economy insane. Currently the American political administration sides with the AI companies since it gives the inspiration that the economy is doing well. If things start to go side ways, the US government can put pressure on its local companies like Micron to supply other fields. Europe doesn't have local manufacturers. So it cannot exert control over the manufacturers to keep its internal / strategic market sane. All European hardware manufacturers have to put up with and compete in irrationality inflated prices.

And China with IXMT.

??? 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 8mo ago
Are those plants still functional after CHIPS act was axed? I thought they mainly produce in Asia now.
- petcat 8mo 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. Where do you get your information from?
  - deleted 8mo ago
    [deleted]
  - bootsmann 8mo 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...
    - petcat 8mo ago
      Once again, where do you get your information from? The only thing that doesn't exist anymore is DOGE itself. https://wtop.com/government/2025/11/doge-quietly-disbands-8-months-ahead-of-schedule/ https://wtop.com/government/2025/11/doge-quietly-disbands-8-...
      - anonymars 8mo ago
        Does eliminating DOGE magically put Humpty Dumpty back together again?
      - oblio 8mo ago
        If Doge disbanded but its actions haven't been undone, it doesn't matter if Doge doesn't exist anymore.
      - ceejayoz 8mo ago
        Just like executing a serial killer brings back all the victims, right? No harm done!
      - vel0city 8mo ago
        You hire someone to reqire a few outlets in your kitchen. They burn down half your house. You fire the crappy electrician. What's the state of your house now?
- VWWHFSfQ 8mo ago
  > after CHIPS act was axed This is news to a lot of Americans! The 2022 CHIPS and Science Act is codified federal law. I think a lot of states (Arizona, Idaho, New York) would be very interested to learn that the funding for the infrastructure that they are already building has somehow gone poof.
  - voganmother42 8mo ago
    Intel is now partially government owned(10%), they got rid of some of the milestones. The current administration has been extremely poor about communicating changes as well as constantly yanking funding (or threatening to) for projects - the chances of funding going poof are higher than ever.
petesergeant 8mo ago
> Currently, 100% of leading-edge DRAM production occurs overseas, primarily in East Asia.[0] They make DRAM for cars, not computers, in the USA. They've promised they'll bring manufacturing onshore any time soon, which effectively means they'll wait until Trump forgets about it. 0: https://www.nist.gov/news-events/news/2025/06/president-trump-secures-200b-investment-micron-technology-memory-chip https://www.nist.gov/news-events/news/2025/06/president-trum...
- zozbot234 8mo ago
  That's not how it works, DRAM substrate (the actual chip that contains memory cells) is shared. It's only the packaging that differs.
input_sh 8mo ago
They don't "have them", they're building them. https://www.micron.com/us-expansion/id https://www.micron.com/us-expansion/id > Micron has already achieved key construction milestones on its first Idaho fab with DRAM output scheduled to begin in 2027. https://investors.micron.com/news-releases/news-release-details/micron-celebrates-official-groundbreaking-new-york-megafab-site https://investors.micron.com/news-releases/news-release-deta... > Production is expected to start in 2030 with the fabs ramping throughout the decade. Until they start outputting DRAM in any meaningful quantity, they're not relevant.
- VWWHFSfQ 8mo ago
  It looks like it's still a big difference between how the US and EU are responding to the chip supply wars. The US is actually building their own manufacturing capabilities domestically while the EU is apparently doing nothing, which is unfortunate.
  - bootsmann 8mo ago
    Infineon is _opening_ its fab plant in Dresden this year which was supported by around 1bn euros from the EU equivalent of the CHIPS Act. They started building this fab in 2023, while TSMC, who started building its fab in the US right after covid just delayed the opening to 2027
    - petcat 8mo ago
      The fab that Infineon is building is vastly smaller in scale, and their tech isn't really relevant to this discussion. For instance, it doesn't produce CPU/GPU microchips or DRAM. Also only 300mm wafer technology, which isn't competitive for anything except for some narrow industrial use-cases. Glad to see the EU is doing it, but it's a completely different thing.
      - addaon 8mo ago
        Pretty much everyone is on 300 mm wafers for everything now, and has been for a while. Are you perhaps reading this as 300 nm process (which would usually be called 0.3 micron)?

okanat 8mo ago

American companies are driving global economy insane. Currently the American political administration sides with the AI companies since it gives the inspiration that the economy is doing well. If things start to go side ways, the US government can put pressure on its local companies like Micron to supply other fields. Europe doesn't have local manufacturers. So it cannot exert control over the manufacturers to keep its internal / strategic market sane. All European hardware manufacturers have to put up with and compete in irrationality inflated prices.