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.
More from Infra
- ASML CFO says US Match Act restricting DUV sales to China would backfire — pstAsiatech · 2026-10-15
- Bloomberg breakdown: a 1GW Texas AI data center may need nearly $3B for overruns alone — rohanpaul_ai · 2026-10-15
- 7 System Design Algorithms to Know: Merkle Trees to CAP/PACELC — goyalshaliniuk · 2026-10-15
- MiniCPM-V 4.7 runs a 35B MoE multimodal model on phones with just 3GB memory — nevrekaraishwa2 · 2026-10-15
- Sipeed MaixStation product page goes live for edge AI dev — xlltt · 2026-10-15
- Nvidia Is Now Worth More Than the Entire Indian Stock Market — theteknosaur · 2026-10-15