Micron makes under 2% of its own memory supply in the US, CSIS estimates
PeterDiamandis · x · 2026-08-26
Citing CSIS estimates, Peter Diamandis notes the US can design world-class AI chips but manufactures remarkably little memory at home: Micron currently produces less than 2% of its own memory-chip supply in the US. This highlights a major weak spot in the US AI hardware supply chain, with memory (including HBM) a critical bottleneck for AI training and inference.
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