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They are building a new fab in Boise to return production to the US. That's in addition to the new fab in Syracuse. Any guesses why they need two new facilities in the mainland US when the bulk of their output is just going to be shipped to SEA? DRAM is a fully commoditized, low margin product. Kryptonite to MBAs, but someone convinced them to make the move to reverse their successful offshoring with a lot of promised benefits.


DRAM is expensive enough per kilogram that most of it has been shipped by air for decades.




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