Santosh Shetty

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memory market, by contrast, has been dominated by a relentless push toward offshoring production to a handful of facilities, mostly in East Asia. Rather than a diffuse set of suppliers centered in advanced economies, the two main types of memory chip—DRAM and NAND—are produced by only a couple of firms. For DRAM memory chips, the type of semiconductor that defined Silicon Valley’s clash with Japan in the 1980s, an advanced fab can cost $20 billion. There used to be dozens of DRAM producers, but today there are only three major producers. In the late 1990s, several of Japan’s struggling DRAM ...more
Chip War: The Fight for the World's Most Critical Technology
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