Just wild to consider the national security risk countries are taking by not being able to produce at least some level of this kind of manufacturing. Its like we learned precisely nothing during covid.

Good

Do SSD also.

Europe not having any DRAM factory looks intentional to me. Things like this make me believe that the rift between EU and US is only superficial.

I'll believe it when I see it, frankly, but hopefully just the notion that this could be true will put some downward pressure on RAM prices

Amazing opportunity for China to finance their investments in catching up on chip production. 🤔

Nah, USA is secondary now, we can get RAM from South Korea, Taiwan and Singapore, Japan, and now also China.
EU does not want to depend on USA, and on RAM or even chips in general we definitely don't have to.

Currently EU produces 9% of the chips we use, and that is estimated to increase to 20% already by 2030.

How would they do it? I mean they don't have any more litography machines?

I think most countries are too obsessed with making money for the oligarchs that vote them into power to really be bothered with trying to have nation level consumer manufacturing of consumer electronics. Way more money exploiting labor for cheap, importing it with false flag container ships, and then selling to consumers at massive markups.

However, he cautioned that the production investments could drop if mega technology firms see their return on investment on AI capital expenditure drop.

There's also that.

Yeah… it feels like we are seeing a planned economy function better in the long run than a capitalist economy….

But if those countries are asked by the US to not deliver to the EU, wouldn't they obey?

Patience with USA is running out around the world, and I know for a fact that EU would retaliate against USA. I also know that China does not respect US sanctions like they used to, and has for instance just last week asked Chinese companies disregard US sanctions on imports of oil from Iran. Something that used to be completely unheard of.

Regarding Japan I think it would be a no too, because EU and Japan has made a comprehensible trade agreement, that I suspect USA wouldn't be able to override.

USA also abandoned the CPTPP trade deal, which has 14 member countries, among them Japan and Singapore. And I don't think they would appreciate being dictated by USA to not trade with EU, which is probably a bigger trade partner than USA. Since EU is the biggest trading block by combined trade in goods and services in the world.

The world is looking for cooperation around USA, so the American power to dictate trade terms around the globe is severely diminished compared to what it was before Trump's liberation day.

I think if USA asked that of any country, the cost to USA from retaliation would soon turn out to be too great, and USA would have to allow EU to trade with whoever we want.

USA as a global power is declining fast, Xi even said that to Trump to his face when Trump visited China.
And Trump made up a story about Xi was talking about when Biden was president, which he wasn't.

But the influence of the US is deep. E.g. looking for DRAM from Singapore:

U.S. memory chip maker Micron Technology is set to announce new memory chip manufacturing capacity investment in Singapore,

Taiwan is obviously stuck with the US because of China.

Japan is in an economic state that makes only sense if the US are dictating it.

Korea is in a similar position as Taiwan.

Economically it would make sense to keep trading with the EU, but the dependencies run deeper.

You are thinking about military protection against China, But Japan has joined the EU SAFE program, because they realize USA is an unreliable partner on defense now.
USA has removed defense systems from Taiwan, Korea and held back new ones to Japan to use them in the gulf instead. Yes Taiwan is dependent, but the other 2 are not under imminent threat, and are looking for alternatives to USA.

Ruining your economy now, to maybe get help in need later, is no longer a good option, against working with EU and China that are way more reliable.

EU SAFE is a loan program, bound on origin of goods. Japan will likely pay to make Japanese components count as EU sourced. What else could it mean for them to join?

but the other 2 are not under imminent threat, and are looking for alternatives to USA.

The EU can't project forces there. There is no alternative to the US.

Besides, does Japan have another producer besides Micron?

TOKYO -- Japan said Friday it will provide 536 billion yen ($3.63 billion) to U.S. chipmaker Micron Technology for research and development and

EU SAFE is a loan program,

No it's a financing and procurement AND development program.

Also both the will and the ability of USA is questioned now. They may have the biggest military, but it doesn't matter if they lack their overpriced equipment, and the equipment is outdated, and they aren't going to stand by their agreements anyway.

I don't think you really understand how irrelevant USA is becoming.

Lot's of companies expand their RAM production and research currently, because there is a shortage due to AI, and profits are through the roof. That Micron is also doing it shows nothing.

No it’s a financing and procurement AND development program.

Security Action for Europe (SAFE) is a new EU financial instrument to be financed by EU borrowing.

https://commission.europa.eu/strategy-and-policy/eu-budget/eu-borrower-investor-relations/safe_en

Also both the will and the ability of USA is questioned now.

They are. But there is not much the EU can do for Japan.

I don’t think you really understand how irrelevant USA is becoming.

https://en.wikipedia.org/wiki/Madman_theory

Maybe. I think the US has embraced the information age and has decided to be unpredictable.

https://m.youtube.com/shorts/_ERAVB31Cao

BeeRose about the Trump visit. Trump is as stupid as Bush was Texan.

That Micron is also doing it shows nothing.

Micron is a US company. Even if Japan wants to support the EU, it's up to Micron to decide on their trading partners.

The US looks silly, but their grip is tight.

They wouldn't let Trump trample over all relations if they weren't in control.