Comment by input_sh
2 months ago
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.
> They don't "have them", they're building them.
According to wikipedia Micron Fab 6 in Virginia started production in 1997 and is still operating
> "in any meaningful capacity"
Building a factory is one thing, they can have 50 of them built, but that doesn't mean much if all 50 together amount to like 0.1% of the company's output.
Once those factories scale up to 1-2%, then we can start considering that they've actually built a domestic supply, but that's a whole different goal than simply building the factories. Building factories is trivial. Making them output something is also "trivial". Scaling that up to a meaningful amount is a whole different, much harder goal to accomplish.
Are you sure? I'd think producing any RAM chips at all is much harder than scaling up a working production process.
3 replies →
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.
There is https://www.ferroelectric-memory.com/memory-chip-factory/
There is also https://www.vishay.com/ which expanded several sites in .de, without much fuss, or begging for subsidies. That is neither RAM, HBM, NAND, nor NOR, but nonetheless much needed stuff, for all the electrified cyber.
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
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.
3 replies →