US has zero high-volume memory fabs, AI demand outpaces capacity until 2028-2030
XFreeze · x · 2026-08-08
The US currently has no high-volume memory fabs in production, and new facilities won't reach meaningful scale until 2028-2030, far behind AI demand growth. America relies entirely on other countries for this critical technology. Elon is directly attacking this bottleneck.
Related event: Musk Targets AI Chip Bottleneck with TerraFab Initiative(2 posts)→
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