How Micron’s Building Biggest U.S. Chip Fab, Despite China Ban
ฝัง
- เผยแพร่เมื่อ 14 มิ.ย. 2024
- Micron, Samsung and SK Hynix are responsible for making 90% of the world’s DRAM memory chips, and Micron is the only one based in the U.S. That’s made it the latest target of bans from China. Yet Micron is spending $115 billion to build the biggest chip project in U.S. history. CNBC visited Micron in Idaho and talked to Gov. Kathy Hochul in New York to hear about the new fabs. We also asked Senate Majority Leader Chuck Schumer about Micron ahead of his meeting with Chinese President Xi Jinping.
Chapters:
00:00 - Introduction
02:12 - Rise of memory and Micron
07:18 - Banned by China
10:40 - What it takes to make memory
13:16 - Doubling down in the U.S.
Produced by: Katie Tarasov
Edited by: Amy Marino
Supervising Producer: Jeniece Pettitt
Animation: Jason Reginato
Camera: Tasia Jensen, Mickey Todiwala, Ben Farrar, Kent Kessinger
Additional Footage: AMD, Getty Images, Nvidia, Office of Governor Kathy Hochul, Samsung, SK Hynix, TSMC
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How Micron’s Building Biggest U.S. Chip Fab, Despite China Ban
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The title is kind of weirdly worded, it sounds like the video is saying Micron is a Chinese company, not that China is a large market they don't have access to.
No it doesn’t learn to read.
@@squirrel9760 "learn to read" from the dude who doesn't use commas 🤣
Exactly. It is challenging to understand what it's actually saying the way it's currently written. I had to reread it multiple times and still wasn't sure what it was saying lol
💯 agree
Exactly.
It sounded like: "China owns Micron and bans usage and production of Micron in the US, but, despite that, USA ignores the ban, expropriated the technologies and increases manufacturing power".
Which would be a declaration of an economics war, since it'd directly break many agreements on which the economics between countries are running.
What I'd expect the title to actually say: "Micron grows production despite losing China's market".
P.S.: English is not my native language. It's my work language for 20 years.
We have a growing Micron facility in Utah here. Glad to see it do well.
mostly automated, dont think too hyped about it unless you're a shareholder
I thought they sold that fab to Texas Instruments -- or am I thinking of a different one?
@@DDRWakaLaka You might be right it's been a while since I passed by the sign lol
@@Mcfunface If it's in Lehi, that's the one!
@The-Cat that's the future, better get with it. Unskilled manual work has been and will continue to be automated.
I remember the days when memory was expensive, and programming had to be efficient.
Lmfao yep. Remember when Intel had all those instructions just to save memmory?
Now we use memory as storage almost lmfao
I could watch these production lines all day
Me too
Well, get a job there and go for it :)
New York state subsidies - what could go wrong??
I just put in a raid of micron ssd in my server. These are micron 5400 pro. These are enterprise grade. Awesome performance and reliability. Glad to see this.
This is where our tax money should be going. Producing arguably the most valuable resource inside the US.
Found the boot licker.
Unfortunately the imperial US elites neglected the most valuable resource which is human resource. They thought they can just import them but now they are accusing those imported human resource as spies.
We are competing with the Chinese, Taiwanese (Chinese), Koreans, Japanese, and the Americans. If the Europeans enter, there will be more competition. But the Europeans make the tools that make the chips.
If China no longer gets the tools to make the chips, they will make the tools to make the chips. USA is playing a 3D chess game to make the tools cheaper. Win-win.
Q3/Q4 2023 samsung lost 38% revenue because of memory oversupply.
But we are still building more factories to make chips.
Why do tax dollars ie my dollars need to go to any company?
@@JB-mn2gu So they can compete with other companies that are getting subsides from their governments.
Looks like robot employment in this sector is doing very well, I would expect it to continue to grow.
It's a small thing, but anytime I need ram, ssds, etc - I try to make it a point to buy Micron. Especially in today's, um difficult to say the least, geopolitical climate, it's nice to know that my money goes to American manufacturing.
Wrong. Micron still have chips in the pipeline that are made in China.
Tyou..i work at Micron
Usa need to become united
These projects put a smile on my face.
Me too, but mostly because I own properties in the Boise area :)
You guys' content is always top-notch!
Whoever you are I appreciate your support 🙏 ty and peace with you I love you whoever you are don't give up till you don't know how to quit😂😂😂
I use Micron SSD. Good Product. Good to see them getting back to US.
getting back? They were founded in Idaho
@@dusty4047 Idaho is in the US? lol
It's my preference over Samsung for the price.
@@dusty4047Still headquartered there too! (Boise)
@@clintpattySamsung is overpriced. Plenty of other options that perform just as well for less cost. Even from their own fellow Koreans -- SK Hynix stuff performs just as well.
China did not ban Micron, it merely introduced policies to restrict sales of chips in China with one level of approval from the Commerce Dept. Isnt what this is done by the US? Get your facts right
Huawei, Xiaomi, virtually all chinese branded smart phones and electric cars aren't allowed sale in the USA due to national insecurity. It should be an expectation that China could play this game too.
@@TheRedc0met Umm..what? Xiaomi and other Chinese brands are 100% allowed to sell its product in the US, there are many you could buy in the states, the phone are not available because of Xiaomi policy itself. US just ban Huawei because it CEO has close ties with CCP. plus CHina bans almost all US tech too with imposible barrier of entry.
The CCP ties is just an excuse. This is pure plain economic warfare.
@@pindot787 the phones and EV cars aren't available in the US because of national insecurity.
China happily lets the US sells McDonald's, Shake shack, Ralph Lauren apparel, Apple, Buick, etc., and encourages competition for its consumers. It's not the same in the USA for Chinese branded phones and cars.
@@TheRedc0met Nope, it is xiaomi own policy that didnt sell its phone in the US, because buying phone in the US is kinda different than in other countries, you should look it up, the bottom line is xiaomi with its 5% margin wont be profitable enough with how smartphone are being sold in the US.
the EV are because of tradewars, US policy is the sama with China, if you dont build your car in north America, the tax is crazy high, you simply wont be competitive in pricing. BUT you could buy it in China and ship it to the US if you dont mind the crazy tax and delivery price.
EDIT : China also ban all google services, facebook, dropbox, netflix etc etc, I actually had a supplier from China, and it is super pain in the btt to send large file.
There's plenty of room for multiple chip companies on this planet.
The biggest problem of the such chip company is, the low end products is facing heavy competitions from, say Taiwan/Korea. For high end products, uncle Sam have forbidden the sales to the biggest buyers.
@lpjunction Taiwan's TSMC makes 60% of all chips and 90% of advanced chips. Uncle Sam has no say. Intel and micron cannot compete with TSMC and Samsung
Nayna is still a house name for OEM memory, I remember buying a bulk lot of dell laptops and many of them had nayna ram.
You guys' content is always top-notch!. You guys' content is always top-notch!.
For SSD storage I prefer Micron's Crucial brand because it is cheap and with high quality. I like their DRAM but it's a bit expensive. Too bad constantly they have shortages of both of them
Micron cannot compete with the Koreans (Samsung EVO for instance) offering high performance at a lower cost.
Like you said it's cheap and good, of course you're going to have supply issues.
But quality of Samsung is not always what it should be.@@TheRedc0met
I prefer WD. They have excellent NVME drives for affordable prices.
Samsung is way more expensive than WD with no noticeable real world performance gains for 99% of consumers.@@TheRedc0met
It’s going to be very interesting to see how Micron and others will get the required labor force to operate their facilities. This also applies to all the battery and EV manufacturing facilities that are being built across the United States. With unemployment hovering at 3.5% it’ll be interesting to see how this is accomplished.
US will never have a high tech labour issue. Brain drain from other countries.
Short answer is on the job training and shortening the path to employment. I work in aerospace, and started as a machinist apprentice. Now I'm a manufacturing engineer on the F135B program. Granted, I went to school, but I've been working in industry from the start. There are other programs out there here in CT that also offer free training and education at the state's community colleges, along with individual programs at places like Electric Boat and other smaller suppliers. Basically the same strategy we had during and after WWII when Labor was in short supply.
imagine what kind of genius you have to be to believe the government figures on anything like employment numbers
Immigration helps too. I'm an example of that I just started at an American grad school since my home country doesn't have the same opportunities.
The facility placement just north of Syracuse is an excellent place to locate. The schools are good and the workforce is educated. It's a very good place to live, they won't have trouble getting people to work there. They will need to train their workforce, as any company does, HOWEVER, Micron knows this and will likely have extensive training facilities and classrooms on site since they're building from scratch and planning on spending tens of billions. Actually the hard part will be getting construction workers, since TSMC, Intel, and several others are also trying to build fabs in the USA.
You can tell they're proud to have that ASML EUV machine. That thing is more complicated than a Saturn 5 rocket. Insane technology ❤
ASML machines made in Veldhoven the Netherlands.
As a retiree from silicon valley, I remember my chip making customers say that they only make prototypes locally, and use lower labor countries for production at scale volumes. They setup subsidiaries in those countries, and the top level financials showed very high gross profit, as they still do. The top 20 semi makers are still mostly us based, with 1 in the uk, 1 in switzerland, 1 netherlands, and 3 in taiwan, so 14 us based. So much of this issue is clouded by not understanding where the money goes. Invest in the us stock market is a no brainer.
Micron laid off 10% of its labor force after receiving all those subsidies…
The chances of us even competing with china over the next decade in this are 1 in a million
seriously ?
@@jacobjones630 no shot its more like 900,000 out of 1 million. China is losing out in production in almost every field atm to india, the us, and many other asian nations. Of course china will never be irrelevant, but the us will almost certainly surpass them at this rate.
@@simonjaz1279US labor costs are never coming down. 10,000 baby boomers leave the work force daily for the next decade. All of this biden money will be stolen and pilfered away by the american capitalist class, just like 2008 and covid. We have no political will power and are deeply divided to the point our government can’t even function. Plus the chinese are already ahead in this race on everything that matters, they aren’t going to let US patten laws stop them.
@@jacobjones630, it's not about competition, it's about national security. For that, money is not objective.
Nice! finally bringing back some industry!
mostly automated, dont think too hyped about it unless you're a shareholder
@@The-CatIf Micron is to be believed, they claim to be making 17000 new jobs.
@@DDRWakaLaka Those are global numbers, projected to also be external partners which are also on a global scale.
They dont disclose how much of these jobs are domestic for a reason that's why they only state global numbers.
Just as their current 45000 jobs are global numbers.
@@The-CatNo, they aren't.
"Micron’s investment will create over 17,000 Idaho jobs, including 2,000 direct Micron jobs as the cleanroom is built out and production is fully ramped. As part of the company’s ongoing commitment to the Idaho community and to further grow the workforce, Micron will increase investment in K-12 STEM education programs, build on partnerships with community colleges and universities and identify new ways to provide education and training to underrepresented and rural populations."
I don't necessarily believe them either way, but they are specifically stating Idaho jobs.
@@DDRWakaLakathe problem is skilled workers availability.
Great job in NY! Prosperity in the USA!
A company with a market cap of 70 billion dollars going to spend 115 billion dollars where are they going to get that money.
It's a Good decision by Micron when it gets with new type of Architecture to increase the storage of Data with change in Transistor' Diodes towards MultiDiodes Transistors for efficiency.
To add....It only ban micron chips used in critical infrastructure. The sale of chips to the general public is not restricted. US however ban all huawei products for sale in US, even handphones...thats the difference
@longcimb well duh they banned Huawei lol. It's likely that Huawei is subservient to the Chinese government. Data collection is a massive part of modern day life with our electronics. American companies don't give that information to the US government. I'd bet my life savings and my kidneys that the same can't be said for Chinese companies. The CCP probably has back doors to Huawei a data collection anytime they want it... if China didn't want their crap electronics banned in the worlds largest economy. Then maybe they shouldn't have let themselves get to the point of not even being trusted to not coerce their nations companies into giving them massive amounts of data... spying happens in many forms. And China loves to use them all.
That's cause huawei is garbage xD. Seriously though, even if it wasn't banned it wouldn't sell. Like all the Chinese mopeds athat are sold here, they do sell, but they break down in like 2 thousand miles. People don't know that but if they did they wouldn't buy them.
So think of it as customer protections.
@@PherPhur nobody ask you to buy. Apple products are assembled in China...buy the Indian version...Chinese hater
But China also ban sales of rare earth tech and their fixed wing drone, lidar , biotechnology.......and all US internet companies
@@longcimbBut China also ban sales of rare earth tech and their fixed wing drone, lidar , biotechnology.......and all US internet companies
Micron's tech is mind-blowing! 💥
Please add San Antonio to add new semiconductor fabs. We have all the resources for new fabs to strive.
What is a bit disappointing is that there still isn’t any plan to scale up manufacturing of disruptive emerging Non-Volatile-Memory (NVM) like MRAM (ex: VG-SOT-MRAM concept from IMEC) : this would open so many new opportunities and are in need for many new applications to emerge !!! That is what the CHIPS act should have incentivize !!!
sites.google.com/view/httpsamznto45cpbnq/home
" How Micron’s Building Biggest U.S. Chip Fab, Despite China Ban "
What a load of bs.
China became self sufficient and made their own microchips due to American policy not to see them US made microchips.
They didn't ban anything. If anything the US restriction on advance chips to China made the what they are today....self sufficient.
Just like when the American ban them from ISS. So what did they do ? They went ahead and built their own space station.
Shame on cnbc for spreading Fake News.
what are those used in/for? haven't heard of them
@@michaellong2439 It is a new emerging type of memory. It is as fast as DRAM but non-volatile like a SSD/HDD. Therefore, you wouldn’t need to consume as much energy to transfer data from the SSD to the DRAM : at least some data could stay in the Non-Volatile Memory (MRAM), even when the computer is in idle or turned off. It would considerably lower, or even eliminate the time the computer takes to boot the computer…
The US startup Everspin commercialise a 1Gbit die, and US startup Avalanche Technology also have some options, but those options are still crazy expensive (probably much more than 1000x more at same capacity than standard DRAM) due to low volume. Some of the funds from US CHIPS act could have helped those companies to scale-up to higher volume manufacturing and make those US companies leaders in this new growing market.
@@michaellong2439
Can you not google? NVM chips are used in "solid state" storage so the long term memory chips in your phone, SSD in your laptop, or the NVMe drive in your laptop/Steam Deck. MRAM is another option for long term storage it's magnetic ram, I'm not a fan of that but I don't understand it as well as I do NVM.
It will be interesting to see if the Syracuse fab comes to fruition. They have the water capacity for the fabs to operate, but there is no distribution or treatment facilities for the MGD capacity they need. Syracuse also has a small population. They will need many outsiders to move there to run the plants, on top of all the support roles needed
And you know what that will do to rent and mortgages?
When companies decide if they are going to open in a certain place, they look at the County/Counties, not just the city or town, go watch videos of how a company decides their placement, a lot goes into it even before they talk about the actual buildings..
Syracuse is not all that far from the largest metro area in the US.....that is the NY/NJ area.
@@kenvr2287 Yeah, it will go up....some. It will have to double in price to get to the price of my home in Massachusetts. You can get some insanely good real estate deals in that area of New York State compared to most other markets in the USA.
@@nunyabusiness5075 Syracuse has historically been one of the cheapest if not the cheapest "home price" areas in the nation.
Thank you Biden!! Great job bringing this back to the US.
Thank you for doing everything you can to help us become financially educated.
tsmc is a great company that creates the progress of human civilization
Just a year ago I paid $60 for a raspberry pi board that now has gone down in price to $25.
real selective years there einstein.
@@swell07_ Coming from someone who has trolled comments on this channel 10+ times already, really means a lot. 🫵🏽🤡
Bravo for China to ban Macro so local products can return to normal price
China.Same happened with ssd prices.
Thank you Thank you Thank you
Yes! Keep the tech in the country and some
TBF, South Korean companies are also affected by US' chip bans. 1. The underlying tech often relies on US tech, so subject to restrictions; 2. US is a big market as well; 3. South Korea is a close ally to the US and relies on US for security.
To be fair, South Koreas government is fine with it.
They need an excuse to detach themselves from china more, and this is a good excuse to do so.
@@honkhonk8009 They're fine with US proping up micron while putting restrictions on South Korean companies?. That's a good one.
@@downtomars6268::: most people don’t know the Chip Act reduces chips sales from Japan and Korea. Essentially, the Chip Act provides subsidies and other incentives to Micron and other U.S. chip companies at the expense of foreign chip makers. Since USA’s military occupies both Japan and S Korea, there’s little they can do except beg for crumps.
@@downtomars6268 US is putting restrictions on US tech, no matter who is using it
Don’t like restrictions, don’t use US tech
Underlying tech is from the Dutch company ASML.
It will be awesome once Intel finishes their new fab and we get to making some gpus for Nvidia right here, both Nvidia and AMD might start sourcing production from Intel with its new state of the art facility finished. US Intel production could make more cpus and gpus for competing companies like TSMC already does. TSMC has their chip production already sold for years ahead and cant produce anymore then what they are now, we could even be looking at a reacquainted Apple and Intel relationship.
I agree, Im investing in chips therefore I have conducted a massive research, and most people commenting on these videos have no idea the amount of Intel plants that are been inaugurated or being reoriented in 2023,24,25,26,27,28 to produce chips; even more, a lot of criticism against Intel Ceo, when he is actually managing to revive the company in the long term by focusing on chip making; a lot of money to be made from Intel stock in the upcoming 3 years imo
Idaho is a mistake they will certainly regret.
Really, do you live in Boise, Idaho? Do you work for Micron? I would love to debate why you feel so strongly about the REGRET as Micron has been in Boise for decades and has done our communities a solid.
Thank you brandon
Micron chips in vintage computers are the ones that are notorious for going bad.
Greatest thing Brandon did was invest in domestic chip companies
yeah cause nothing else matter besides computer chips 😂
@@swell07_everthing from a factory production control terminal, all the way into your juicer requires a computer chip in one way or another
They can’t make the same quality semiconductor products as the ones that are manufactured by the machinery companie called ASML from the Netherlands
We need autonomy. This brings closer to that
lost a quarter of revenue & market from China . can it still growth . It will all be over supply chip with US subsidy .
Shareholders are pumping the price and will dump it later
They can because of HBM. AI chips are using HBM and they are selling by the boatload.
It's American technology and a strategic resource. It should be made in America
What precisely is American technology in this case?
@@47rintin1 Chip patents and manufacturing patents.
@@hevnervals With a machine made in the Netherlands
@@47rintin1 Okay and? I’m sure the supply chain goes through several other countries as well
@@hevnervals And as well you need a bakery to feed the employees.
Just like our oil reserves......we should be creating our future chips, and other computer items....with Government support.
Micron is good Memory for your computer. Some of THE BEST!
New York.......the business friendly state !
Seems to have proven the skeptics wrong... Since they're doing it ¯\_(ツ)_/¯
@@PutsOnSneakersjust more corruption, new york is the perfect place then
@@PutsOnSneakers They're doing Biden's specialty: crony capitalism.
@@swell07_ ah damn... I was hoping the tables have finally turned... typical politics paid by corporations
@@kreek22 it sucks to know that sort of crap is still going on...
They're going to cancel the plant😂
Source?
@@blink182bfsftwtrust me bro
Super❤
Micron America is doing it. Instead of spilling tears like the American Government people. It will be a hard time ahead for the American memory Chip manufacturing.
Nice to see the US being home to all these Fabs.
Im Canadian. Itl be nice being able to source from our neighbhors instead of overseas.
Of course right now, these chips are mostly gonna be used for security purposes by governments and companies. They wont replace the Ryzens in our computers just yet.
But maybe in the future, wel be less dependent on China.
Both Obama and Trump have said the same thing, but have things improved? The cost in the United States is too high, and the United States can only rely on printing dollars.
US banned over 700 Chinese tech companies and here let Micron play a role of victim? 🤣🤣
Yes because we're not Chinese. We should ban everything from china
Policticans are hypocrites.
Exactly! The bully is now crying when facing retaliation
Were those 700 companies trying to sell products into the U.S. based on IP stolen from other companies? Or were those companies a security threat?
I've not paid attention to the news so it's just a guess on my part, but that's the most likely reason without any further info.
@@yourma2000 Says the guy from a nation that invaded a country to steal resources supposedly going in for "weapons of mass destruction"
Market capitalization of Micron Technology (MU)
Market cap: $80.11 Billion
As of November 2023 Micron Technology has a market cap of $80.11 Billion. This makes Micron Technology the world's 169th most valuable company
Had $20 to start... Currently at $100.. In just 2 hours .. I like this strategy the most
Not so hopeful. Samsung & Hynix of Korea are also formidable opponents in memory chip game. They have real economy of scale. When I visited their chip factory, I was amazed by the wide expanse of memory factories over there. It would be tough to match their size and scale. Wish good luck to Micron.
Samsung and sk hynix were in exactly same shoes when they were up against Japanese companies back in 90s. Both japanese and korean public were criticizing Samsung for expanding their business to memory business, calling it a suicidal move.
@@Capsensorthey don’t have choking regulations and high wages
@@mdmfad So how come China hadn't become the king already? China has enough "brain". Their top universities are very competitive, and there are so many Chinese nationales who went to top western universities too. And their wage is still the lowest. And not sure what kind of regulations you are talking about. Environment wise South Korea & Japan have similar regulations. If anything, US domestic companies are getting way more subsidies than any of those companies in South Korea.
@@Capsensor they hadn’t doesn’t mean they wouldn’t. That part you are correct they will take over this industry one day.
@@Capsensor Also china shoots itself in the foot whenever it comes to oppurtunities anyways.
Rather live in the states than live in China. Its gotten real bad.
USA started the policy of sanctions, so it is fair that China provide the same experience to an American company
Actually China started this years and years ago with forced technology transfers, made-in-China mandates, subsidies, tariffs, industrial espionage etc...
USA let China into the world trade center but okay lmao sure blame the US when it's clearly China who's at fault 😂😂
@@brunopadovani7347 isn't it a government duty to protect its own people, and not foreigners? If anything, technology transfer is the smartest thing any third world nation could do. Case in point Singapore, Taiwan, Japan. None were stupid enough to just do the low skilled work.
@@teerificbitch True. Just like it is the US Goverment's responsibility to prevent the theft of US IP, and to used tariffs, US content requirements and subsidies to bring business back to the America.
@@brunopadovani7347 "Forced" technology transfers is not unique in this world. Many countries make it a requirement for another to transfer technology to sell in their market whether it's vehicle production, military equipment, software presence, and so forth. These countries fear their own country will fall behind while a foreign country's will dominate. But there is no forced transfer technology, America too has been free to withhold "its" technology as it has by forcing companies not to sell in China. It won't make US headlines, but leaks reveal that the US conducts industrial espionage on Chinese universities, companies like Huawei and its product engineering. The US speaks of US IP but has gone to great lengths to prevent other countries like Japan, Taiwan, Israel from selling their home grown technologies to China that do not use US IP or content. There's no equivalence from China to this overreach.
This is a pretty good deal, you will definitely make a huge profit with such good market analysis. Keep it up .
Smarter certainly.
Micron, the only major memory maker based in the US, is expanding its operations by investing $100bn in four new chip fabrication plants in upstate New York, making it the largest US chip project in history. The expansion is necessary to keep up with the fast-growing demand for memory chips, which are used to store data in devices and generative AI. The new fabs will each be over 600,000 square feet and will help support Micron's growth as it competes with other major players such as Samsung and SK Hynix. However, being the only US memory maker also comes with risks, as Micron has become a target of China's bans on US chips in the ongoing technological dominance battle between the two countries. Micron was founded in 1978 by three chip engineers and one of their twin brothers in the basement of a dental office in Boise, Idaho. The company has made 11 acquisitions since 1998, including Elpida, Inotera, and TI's memory business. The expansion is aimed at keeping up with the fast-growing demand for memory chips, which are used to store data in devices and generative AI.
Sorry but Micron isn’t the only U.S. memory company. Western Digital also is an American company. And if you want to include hard drive memory, then there also is Seagate.
While I laud you for airing this report, you shouldn’t take micron propaganda at face value. Good journalism requires checking your facts 😊
This is good for micron to make DREM chips inside USA and support US homeland market. China ban micron DREM chips for government or military use based on national security concern. However, Micron still expanded its manufacturing site in China because micron want Chinese domestic market share. currently Micron stole the patent technology from Chinese chip company, and the lawsuit is under going in US court. Micron might need compensate the Chinese company by using stolen technology to make DREM chips.
marchlopez.............Isn't what you just posted exactly what the video was about?
@@cber5077 Micron is literally based in Idaho. All you had to do was make 1 google search to figure that.
@@hivemind8817I know very well where Micron is based. The video said Micron is the only U.S. memory company - that’s wrong because Western Digital, based in Milpitas, also is an American memory company.
This is simple becuse us taxpayers are footing over 50% of the bill but get 0% of the profits
The profit is more US jobs, tax revenue, access to the latest technology and not being reliant on foreign companies for necessities.
We need to become less dependent on china, its not only the production but also the market sales. We need to invest more in our own chip factories so they can stay on top of the game. We need a TSMC in Europe and a TSCM in the USA.
Had no idea of the water consumption
Good for you... Backward technology that's make people laugh..😂😂😂😂
What does this even mean lmao 😅
Good article, but Micron is not the only fab in the USA. Intel has three chip fabs in the USA
I think they're referring to fabs that make memory. GlobalFoundries and other companies also has fabs in the USA.
Don't forget TSMC's fabs in Phoenix are the largest fab's in the US and Samsung is building fabs in Austin too
hbm is crazy, I remember when they teased it in that AMD GPU years back. Hopefully it brings what Micron needs to take over the AI field, especially with the move towards more efficient chips
EPIC!
Me: uses RAM (Laptop, 2 x 16GB) made by Micron together with DELL (as the sticker says), works without any problems so far :)
Problem with Micron and Crucial products is that they're more expensive than competing products, especially against YMTC. They need to figure out how to streamline costs otherwise the Chinese will continue to gain market share and mindshare.
Memory is not the case where people want to save money.
@@freddyfriend5462 actually no. Memory is a commodity. When it comes to commodities, there's little in terms of product differentiation unless I'm looking for specialty memory. Most people looking for, say, an SSD, will go for the lowest price they could go for that'll get the job done, and from a reputable vendor.
Here's the thing. Crucial is their consumer brand for computer memory/storage. The thing is, Micron and their memory is used far more in many other applications from everything to phones, industrials control systems, cars, sd cards and more.
The decision on the use of their chips will ultimately be in the hands of businesses, many of which are getting more and more US government edicts on US made chips.
YTMC stole it's NAND design from Micron. Of course their costs are lower, YMTC doesn't have to actually pay to develop these technologies they steal from others.
@@giglioflexI don't recall hearing/reading anything about that what's your source
I do not believe they have the money to build the chips.
Education will be another critical component for prosperity. It would be interesting to see a report on improvements in education and where there are shortfalls. How about support to help people change careers... as change is inevitable.
Yes bring in more manufacturing back to America,all electronics,tv,phones ,from china and India ,make America great again ❤
I heard of some complaining about quality of products made in the US.
Since 2010 Kenworth can be delivered with a so-called PACCAR engines. The engines are made in the US and I heard quit a lot of complaining about the quality. The engine is a DAF engine, developed in the Netherlands. The engines made in the Netherlands are used for DAF Trucks all over the world and have good quality.
It is not the size of the purported investment amount. It is the market. No one has money to buy expensive chips, no matter the subsidies.
Good Job
A ton of information ! Need to deliver it laconically. Already good at that, must get better !!!
Can't wait to comeback here after 2-3 Years to See how much impact of china and China Will have in it😂😂
Tankie cope is the best cope
@@nolongerblocked6210 😂Another Day another CIA Shill down to the ground..lmao china gave a huge L to micron😂🤣
@@GTFO_0 it's hilarious that you think that anyone criticizing China/CCP/communism works for the CIA... the truth is that almost the entire population in the west sees communism for the BS it really is. Deal with that reality tankie
You can build largest fab
But u need rare earths
U need a market to sell your goods
No point making products which you cannot sell
It is like building a large car factory but no market
The market is HUGE
Buy rare earth from Australia and sell to India as both of them are pawns to Uncle Sam, case closed.🤑
@@brianliew5901 Those pawn can't help America
@@kushagravlogs5627 Oh, they can; they're experts at bad-mouthing China thru' their own media. 😭😭😭😭
China isn't the only market genius & their economy is terrible & getting worse by the day. 25% unemployment for people under 25 & it kept getting so much worse that China quit counting... the Chinese economy is the Titanic, looks good from far but it was built cheaply & it's going down & there's no stopping it
Can these new chips be used in quantum CPUs?
I looooove technology!
What Micron really needs besides expanding its manufacturing capabilities is to invent new type of memory which will completely surprise and blow competition out of the way. Compute has progressed way too much in comparison to memory and there's a significant gap between them. What world needs is to replace DRAM memory with memory similar in speed to the inside chip SRAM cache memory. Another success would be to make HBM cheaper with price close to the classic DRAM so most of the chip makers would use it with their processors and SOC's. I am sure Apple would surely like to play with the idea of replacing stacked DRAM chips in their Mx chips with the fast HBM or with even faster 3D stacked next gen SRAM similar to AMD's V-Cache with much higher capacity. It's very important for memory to grow in the future and catch up with compute with new advancements in memories, chip packaging, and chip to chip interconnects.
Spoken like a person who knows nothing about the chip design fundamentals.
HBM on DDR5 modules might be interesting, basically stacking dram.
Weebit Nano (WBT.ASX) is working along this path with Reram
@@jeromebarry1741 I don't need to be chip designer or person who knows "everything" about chip design fundamentals according to your standards to see and understand over decades more that obvious limitations of the memory wall vs compute. Just look around, it's everywhere and it's quite obvious to understand that compute side of the classic chips is being held back and bottlenecked by the memory system. This is one of the reasons why classic Von Neumann architecture is being questioned for quite some and we have lots of inventions around in memory neuromorphic computing like recent IBM's North Pole chip closely and more mimicking human brain synapses. Cerebras for example showed everybody if chips could be like of a size of wafer, then they would most likely have lost of SRAM to get as fastest memory system as possible.
I don't need your level or degree and expertise to see that every significant chip performance success out there in the last decades evolved also around unified and fastest + lowest latency memory, ideally closest to the compute side as possible. It's not just Apple's Mx chips success in the consumer segment where their LPDDR5 memory on package next to the SoC is delivering same or better performance in comparison to the power hungry PCIE GPU cards with fastest GDDR memory out there. It's mainly enterprise and datacenter HPC segment which is always leading indicator where's whole industry is heading. Same story over and over where not just all Nvidia GPU accelerators used on package HBM memory, but also for example Fujitsu's A64FX which was once in the no.1 supercomputer of the HPC TOP 500 used same approach.
It's simple, in order to progress forward no matter if u go with the Von Neumann or neuromorphic computer design - memory needs to be as fast as compute and grow in size. Brain has evolved this way for a reason and nature gave us more than enough hints and clues in order to follow this path. It would be outrageously stupid to ignore millions of years of brain evolution...
@@dra6o0n stacking HBM on the DDR5 module, why would u do that? Stacking DDR and HBM memory is nothing new, however stacking SRAM is (AMD's V-cache). As u probably know SRAM is reaching it's shrinking limit so it would not gain any significant performance when made smaller with smaller lithography process. SRAM would either need to grow vertically via 3D stacking or it will take more chip/die space and cost more. I wonder where r memristors or other type of "holy grail" promised memories... we go either with the fastest on chip SRAM memory or we go with the slower types starting with the HBM to DDR...
It's hard for me to believe that manufacturing in NY makes any sense. Other than the billions from US taxpayers.
New York already has many major semiconductor foundries/research facilities (Global foundries, OnSemi, STMicroelectronics, IBM, and now AMD). New York will have higher operating costs than Idaho, but it will have a much larger talent pool. New York will also have better infrastructure to support the facility.
Companies investing heavy in cutting edge technicologies like tech/semiconductors go to places like California and New York because they'd rather swallow higher expenses to hire the smartest and most innovative people.
Then u need to go to school son
Blue states subsidize red states and keep them afloat.
Good luck with the equity requirements for employees in New York!
So where are they selling to
??
Micron is looking for going bankrupt in 5-8 years.
It will find it perhaps sooner.
China has national security concerns about importing and using Micron chips. What is this concern based on?
Well, what is the US concern based on banning Chinese companies?
This a joke, right ????
@@saulgoodman2018 Literally 40 years of technology stealing? Constantly threating war over taiwan and starting WW3? Also, not allowing fair competition within China like banning US sites left and right starting from the early 2000s while chinese companies enjoyed free access to US market until recently.
A review and discovery of security flaws
China is last on technology
Why is Kim Wexler doing interviews for CNBC
Haha
Market oversupply only applies to last year's chips.
soon the world will have too many semiconductor fab facilities, too little demands.
Not china demand for semiconductor keep growing.
Small gadget on dining table, egg size wax like base with an LED on top, the light intensity of the LED is wiggling like a candle in the wind.
It should be operated with some 8 pin micro controller.
And then there is a plastic spoon with load cell and a tiny display. It is a small scale for measure coffee beans under 25 grams. A normal serving for a single shot espresso is 12-19 grams of roasted bean.
Both gadgets are inexpensive and made possible with low cost micro chips. I am sure, there are many area that you can make new products with micro chips.
Good luck Micron. China won't miss your mediocre memory.
it is classic talk a lot but mean nothing news. It is like ya ya. a factory make a lot of staff but never mentioned who’s the buyers to sustain the costs of production. Classic distorted news to the gullible fools
Cope harder tankie
They need our clean water…. Just imagine how much damage
This is good news! Go America! 👍⭐🏆😊
Who really going to buy?
And 100x the price😂
China hasnt been cheap in a while
Nah, Crucial stuff isn't terribly pricey
This is mega company who will stimulate economic of USA!
That is why Biden brought them back to the US from China.
Propaganda. Sell to who?
To the US itself?
Wtf are you talking about? Do you think China is the only market in the world?
is the biggest and more important..@@racingbeats1493
Literally everyone, dude. Micron is super common in SSDs and DRAM worldwide
And at what price? To which Non US manufacturers?
The peocesses between the one Micron uses and the one TSMC is trying to set up are multiple generations away, it is misleading to say the talant gap is not there.
Dumbo comment. 😂😂😂
They make entirely different products, you've made it clear you don't understand lithography at all.
An SSD is not a CPU, stupid.
Hope you can find buyers for your expensive advanced micro chips hahaha
how? by increasing prices of electronic products
Micron is only growing by acquiring market share, so we can see a company that is not innovating in the global market place versus its competitors.
This is just false. Micron's higher density NAND product pacing is matching that of it's competitors.
What do you expect when it’s run by an Indian butler.
@@MRT-co1sd At least that Indian "butler" is a skilled worker unlike the average American population...
Businesses such as Micron is basically forced to recruit outside of the US because they can't find the skilled people to work these jobs.
Don't cast a stone from a glass house McDonaldsBastard
Cope harder tankie
China hasn't innovated anything and most of their growth is built on intellectual property theft.