alt Hacker NewsNo DRAM manufacturer I know of uses ASML. DRAM is several years behind on lithography due to complexity/differences.
Outside of that, I hope China can manage to obtain a foothold in silicon, the world, especially NVIDIA, Micron, Hynix, etc. definitely needs a wake up call. The AI world was spooked when China released an MIT licensed LLM model that outperformed others in many metrics at the time, let us hope that others can follow on this success.
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No thank you, for the overconfident misinformation. Of the three large DRAM companies in the world Micron is the only one based in the USA.
Micron s/uses/“will use” ASML’s EUV machines[0] in New York. Micron shares some info on their EUV DRAM process[1].
DRAM composed 80% of Micron’s revenue, NAND is about 20%.
0: https://www.syracuse.com/business/2023/09/mind-boggling-mach...
1: https://www.micron.com/products/memory/1gamma-dram-technolog...
All of them use ASML lithography, including CXMT.
They are, of course, a bit slower in EUV adoption. But its already there:
https://www.tomshardware.com/pc-components/dram/micron-sampl...
https://www.techinsights.com/blog/samsung-d1z-lpddr5-dram-eu...