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nerdsniperlast Sunday at 12:56 AM2 repliesview on HN

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...


Replies

arjielast Sunday at 4:15 AM

A bit harsh. It's just information outdated by a year. The majority of DRAM by all big manufacturers is still on DUV tech AFAIK. Micron's "1-gamma" is pretty new. It's been less than a year since Micron started shipping DRAM based on that process.

And to the OP's comment: CXMT won't be making stuff for an Nvidia H100 any time soon haha, but there's a lot of stuff out there that's not that.

kevin_thibedeaulast Sunday at 1:53 AM

> Micron uses ASML’s EUV machines in New York

Will use. The fab isn't built yet.