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Although cool that Micron is coming to New York, companies really need to be stopped from claiming huge investments over decades. @MicronTech/1577293535958732802Permalink On twitter.com
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While it might be true: 1. So much can change in a decade 2. It misleads people on what the actual cost to them is on a yearly timescale. It's not like they're massively ramping up CapEx for a few years to finish some gigafab. It's the same, just on a longer-term project.On twitter.com
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Examples of Larger Ones (>100B): Intel: 100B in Ohio and Germany by 2032-2035 Samsung: 200B in Texas by 2042 Micron: 100B in New York by 2042++ SK Hynix: 105B in Gyeonggi by 2035(?)Permalink On twitter.com
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These are smaller ones (<50B), but they still fall into the category of large investment over long timescales. Swaysure: 48B by 2026-2030 (Only on the later end) Texas Instruments: 30B in Sherman by 2032(?) Nanya: 10B in New Taipei by 2028Permalink On twitter.com
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