Comment by okanat
2 months ago
This 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.
America doesn't manufacture DRAM either, this is all South Korea and Taiwan.
??? Micron has DRAM megafabs in both Idaho and New York state.
https://en.wikipedia.org/wiki/Micron_Technology
They don't "have them", they're building them.
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-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.
13 replies →
> 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-trum...
1 reply →
Are those plants still functional after CHIPS act was axed? I thought they mainly produce in Asia now.
10 replies →
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.
Europe has stopped making DRAM relatively recently (Qimonda).
This should have not been allowed to happen.
Guess who bought Qimonda's patents?
Who?
2 replies →
Isn’t there also basically 0 American DRAM?
Micron Technology, Inc. is an American semiconductor company that manufactures computer memory
They 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.
1 reply →
Micron/Crucial has bailed the consumer market. Enterprise only now, FWIW.
The 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.
America doesn't really produce RAM either.