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How Micron’s Building Biggest U.S. Chip Fab, Despite China Ban

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Micron, Samsung and SK Hynix are responsible for making 90% of the world’s DRAM memory chips, and Micron is the only one based in the U.S. That’s made it the latest target of bans from China. Yet Micron is spending $115 billion to build the biggest chip project in U.S. history. CNBC visited Micron in Idaho and talked to Gov. Kathy Hochul in New York to hear about the new fabs. We also asked Senate Majority Leader Chuck Schumer about Micron ahead of his meeting with Chinese President Xi Jinping.

Chapters:
00:00 — Introduction
02:12 — Rise of memory and Micron
07:18 — Banned by China
10:40 — What it takes to make memory
13:16 — Doubling down in the U.S.

Produced by: Katie Tarasov
Edited by: Amy Marino
Supervising Producer: Jeniece Pettitt
Animation: Jason Reginato
Camera: Tasia Jensen, Mickey Todiwala, Ben Farrar, Kent Kessinger
Additional Footage: AMD, Getty Images, Nvidia, Office of Governor Kathy Hochul, Samsung, SK Hynix, TSMC

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How Micron’s Building Biggest U.S. Chip Fab, Despite China Ban

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41 Comments

41 Comments

  1. @lonemaus562

    December 18, 2023 at 11:15 am

    No one cares of China bans or sanctions anything lmao they think they are the big boys

  2. @mr.t993

    December 18, 2023 at 11:15 am

    We need to become less dependent on china, its not only the production but also the market sales. We need to invest more in our own chip factories so they can stay on top of the game. We need a TSMC in Europe and a TSCM in the USA.

  3. @simmonslucas

    December 18, 2023 at 11:15 am

    We need autonomy. This brings closer to that

  4. @johnny7611

    December 18, 2023 at 11:15 am

    Can these new chips be used in quantum CPUs?

  5. @AustinMonson2000

    December 18, 2023 at 11:15 am

    They need our clean water…. Just imagine how much damage

  6. @mickeyh2561

    December 18, 2023 at 11:15 am

    America has lost the microchip war, why I don't know, and now they are trying to catch up.
    How could America make this mistake?
    Could someone explain this to me, the greatest country in the world for God sake.

  7. @1ycan-eu9ji

    December 18, 2023 at 11:15 am

    YMTC destroyed Micron so hard so fast US had to blacklist them LOOOOOOOOOOOOOOOOOOOOL

  8. @smartypantsinc.gameon6978

    December 18, 2023 at 11:15 am

    ❤🇺🇸❤️

  9. @Padoinky

    December 18, 2023 at 11:15 am

    Central and Western NY (aka Syracuse/Rochester/Buffalo regions) is surrounded by abundant water sources (Great Lakes) and public hydroelectric capacity (NY State Power Authority)…. W/ past success in tech (Wolfspeed/Xerox/Kodak,etc), +50 leading universities (SyrUniv. RIT, UofRochester, Cornell, SUNY, RPI-Rensselaer Polytechnic Institute, MIT/Harvard and all Ivy League schools with a 4-5 hr drive, along with U Chicago, Michigan and Michigan St, Case Western, Battelle Institute, plus the community college network within NYS’s SUNY system, is the largest state university organization in the nation) the workforce pipeline of interested and capable staff to work at Micron and its ecosystem partners that will also be building infrastructure to deliver for them, seems to be essentially in place….

  10. @gumonmyshu

    December 18, 2023 at 11:15 am

    Throw in unionized employees and MICRON is MIGONE.

  11. @tylerdurden4006

    December 18, 2023 at 11:15 am

    I wonder how many Chinese robots and plans they use to make those "american chips"

  12. @fuckoff4581

    December 18, 2023 at 11:15 am

    I don't know who would be worst the californians or now the new yorkens. Both are aliens. Cali has been coming to boise for 40 years with tons of money made from properties that in california was 5 times the value of what they could get in boise and thinking they were large and all. I don't want to know how the New yorkers might be. Does make property values go up though. Not that places like McCall were ever real inexpensive. Thinks to the big JR Idaho has new yorkers moving in now. I would suggest that new yorkers will love Idaho. It isn't wide open like it used to be but to a new yorker it might seem just that way. What is behind me is the south fork of the Boise river above Arow rock toward Atlanta. Beautiful country. Take care New yorkers and be good to Idaho.

  13. @fuckoff4581

    December 18, 2023 at 11:15 am

    new yorkers in boise what a nightmare.

  14. @therealjuice4725

    December 18, 2023 at 11:15 am

    shoutout boise

  15. @chairmanRob

    December 18, 2023 at 11:15 am

    Micron chips are every single tech companies last choice.

  16. @RickyTricky90

    December 18, 2023 at 11:15 am

    Micron should've gone with daifuku amhs

  17. @msimon6808

    December 18, 2023 at 11:15 am

    Market oversupply only applies to last year's chips.

  18. @katzgar

    December 18, 2023 at 11:15 am

    calling Idaho US soil is a bit generous.

  19. @markbernados7945

    December 18, 2023 at 11:15 am

    stop the trade wars and sanctions. allow asian company and China chip maker to acquire specialized chip and sell there goods to the US. In that way the whole world will not suffer. This problem was not created just last week, its decades in the making. This is the result of greed and low labor exploitation AKA modern slavery of the 1st world nations to the 3rd world countries. Luckily China had use this opportunity to there advantage and make there country successful and in route to become the world's economic power surpassing troubled US and the decelerating UK.

  20. @NinjaForHire

    December 18, 2023 at 11:15 am

    It will be awesome once Intel finishes their new fab and we get to making some gpus for Nvidia right here, both Nvidia and AMD might start sourcing production from Intel with its new state of the art facility finished. US Intel production could make more cpus and gpus for competing companies like TSMC already does. TSMC has their chip production already sold for years ahead and cant produce anymore then what they are now, we could even be looking at a reacquainted Apple and Intel relationship.

  21. @fofeff7241

    December 18, 2023 at 11:15 am

    because the plantation they will build around that factory. plantations are just too lucrative to pass up

  22. @josephpetrie2867

    December 18, 2023 at 11:15 am

    We need a President and a Congress with balls to take on Xi and the Chinese Communist party…

  23. @KangoV

    December 18, 2023 at 11:15 am

    OpenAI became self aware on ……… 😉 Joking aside, new AI chips will have memory onboard. Separate memory will go away. Look at IBMs Northpole. It has memory co-located on the compute. This is 8x faster than NVidia's A100 and 5 times faster than their newest H100. Apple chips have the memory on the same die as the compute cores.

  24. @kipkipPatrick

    December 18, 2023 at 11:15 am

    Their CEO is like advertisement bullet points

  25. @NoobNoob1986

    December 18, 2023 at 11:15 am

    The audacity of America complaining about restrictions while restricting other sales to china is hilarious

  26. @kengyooilim4097

    December 18, 2023 at 11:15 am

    With China not buying US chips, there is no market for their chips ; is like pouring their money into the drain. Maybe they can use them for landfills

  27. @mrfarts5176

    December 18, 2023 at 11:15 am

    New york… bad call. I am shocked they chose to build there.

  28. @rickbii63

    December 18, 2023 at 11:15 am

    why would you build in NY with it's high taxes. seems like a formula for failure.

  29. @user-tz9jh6pv2j

    December 18, 2023 at 11:15 am

    Haha give it 3 years and China will eat everyone's lunch. We started a trade war we cannot possibly win.

  30. @ljimlewis

    December 18, 2023 at 11:15 am

    Compare & contrast American Industrial Policy now and in the 80’s. I wonder if “workers” would be happier, less Trumpier if they hadn’t seen so many jobs go to China. Just asking. Don’t know.

  31. @user-vo3zy6bj1z

    December 18, 2023 at 11:15 am

    Taiwan has leveraged unfair policies, including low-cost labor, land subsidies, tax incentives, low electricity and water prices, and a favorable interest rate environment. Additionally, it has benefited from institutional advantages such as low-cost universal education. Seizing the opportunity presented by the semiconductor industry's shift after the US-Japan semiconductor war in the 1980s, Taiwan has vigorously developed the semiconductor manufacturing and chip design industries. Currently, due to the advantages of unfair policies, many semiconductor companies in Taiwan have grown to the extent that they can compete with leading US companies. For example, MediaTek surpassed Qualcomm to become the world's top mobile chip processor company. This success is not solely attributed to MediaTek's capabilities but stems from the unfair competitive advantage.

  32. @25557813

    December 18, 2023 at 11:15 am

    America doesnt need authoritarian partner, go India instead of China.

  33. @rburnett6266

    December 18, 2023 at 11:15 am

    Here comes Intel… Theyshould partner with Dell and build a big chip plant on the border.
    And, start stocking lithium at the border…for yet another big battery plant…

  34. @Me__Myself__and__I

    December 18, 2023 at 11:15 am

    Either it is misleading editoring or Kathy Hochul is talking out her ass about the Arizona labor shortage not happening in NY because, "this is not a new industry to us." Oh please, politicians are so dishonest. Arizona already has a bunch of high end vhip fabs and has been a been a major location for the technology for decades. The reason there is a skilled labor shortage in AZ right now is because several major fabs are being constructed here.

  35. @Andrew-rc3vh

    December 18, 2023 at 11:15 am

    Micron was not a pawn in the politics of chips. They were lobbying for US chip sanctions agaisnt China which is one reason they have now been sanctioned. You reap what you sow.

  36. @jesterjames7633

    December 18, 2023 at 11:15 am

    wow all these new capacities in industry famous for glut and shortages… All I see is whole lot of potential for these company to lose their shirts when the next glut hits the industry.

  37. @philparrott4424

    December 18, 2023 at 11:15 am

    My biggest question is why would they build their new factory in N. Y.. That increases the cost of their products as employees will need to be paid more to offset the higher tax costs for employees. Seems states that have lower tax rates, better weather conditions, and no union states would have been cheaper. States like N. Y. and California are losing their population bases.

  38. @jimmyc974

    December 18, 2023 at 11:15 am

    How China are doing despite the U.S. period eh!!!

  39. @scottfranson4215

    December 18, 2023 at 11:15 am

    Micron is good Memory for your computer. Some of THE BEST!

  40. @anonr4233

    December 18, 2023 at 11:15 am

    oh, you have to get Micron out of Idaho.

  41. @billwhite1603

    December 18, 2023 at 11:15 am

    Could you speed up more, tailor off your volume, and mumble more at the end of your sentences please?

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