Reading up on Micron

China's CXMT says its fifth‑generation DRAM, with 11.95 nm half‑pitch and four‑exposure patterning, matches Samsung and Micron’s leading nodes and delivers at least 50% more dies per wafer.

Control over semiconductor supply chains, from ASML's lithography to TSMC's manufacturing and NVIDIA's CUDA ecosystem, determines which entities dominate the AI era.

AI datacenter buildouts have caused a severe RAM shortage, with DDR5 prices tripling, forcing companies to raise prices or halt consumer product lines.