It makes sense that they are reluctant to make investments. Building new data centers will presumably require more new RAM units then maintaining those that are already in existence. The large influx of new infrastructure is a temporary condition.
Regardless, a quick Google search indicates that about a half a trillion dollars has recently been spent on building new foundries in the United States. Since the release of ChatGPT in late 2022 coincides with the spike in demand, we are only just at the point where these investments could come into fruition.
Careful, “foundries” usually means CPU and maybe GPU. Anything memory related at the moment is just “announced” or “planned”. You could say Micron spent $20B, but that’s global not just US.
Besides Micron no one is planning to build memory fabs in the US.
It makes sense that they are reluctant to make investments. Building new data centers will presumably require more new RAM units then maintaining those that are already in existence. The large influx of new infrastructure is a temporary condition.
Regardless, a quick Google search indicates that about a half a trillion dollars has recently been spent on building new foundries in the United States. Since the release of ChatGPT in late 2022 coincides with the spike in demand, we are only just at the point where these investments could come into fruition.
Careful, “foundries” usually means CPU and maybe GPU. Anything memory related at the moment is just “announced” or “planned”. You could say Micron spent $20B, but that’s global not just US.
Besides Micron no one is planning to build memory fabs in the US.