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...
> Micron uses ASML’s EUV machines in New York
Will use. The fab isn't built yet.
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 It's just information outdated by a year.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.