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The RAM Shortage Comes for Us All | 4:29 Jeff Geerling | 1.01M subscribers | 1,265 views | December 4, 2025

Recent announcements, including the US$9.6 billion Japan chip plant, have fueled optimism but don’t materially change the current biggest short-term catalyst, tight global memory chip supply, or the main risk of continued heavy capital spending weighing on cash flow and margin stability.Micron’s investment in the Hiroshima facility may be the most relevant recent announcement, as it enhances the company's manufacturing capacity for advanced memory, positioning it to serve fast-growing AI and data center markets. While this addresses demand surges, it also reinforces the importance of prudent capital allocation given memory market volatility and ongoing competition impacting returns.

Texas Instruments is building a $60 billion U.S. manufacturing megaproject where Apple vows to make "critical foundation semiconductors" for iPhones and other devices. CNBC went to Sherman, Texas, for an exclusive first look inside the newest fab of seven TI's building in Utah and Texas to provide U.S.-made chips to customers like Nvidia and Ford. TI shares have suffered amid tariff concerns, and it's lost analog market share for several years, but top leaders are confident about the huge spend. Why Texas Instruments Is Betting $60 Billion On Making Cheap Chips In The U.S. | 15:41 CNBC | 4.01M subscribers...