Overview
- At Micron’s New York plant groundbreaking on Jan. 18, Commerce Secretary Howard Lutnick told DRAM makers to build in the U.S. or face tariffs of up to 100%, according to IT Home.
- Samsung and SK hynix have U.S. projects focused on logic, packaging, or R&D rather than domestic DRAM wafer fabs, leaving them potentially exposed if the measure is enacted.
- Micron is the only major supplier that has explicitly committed to producing DRAM in the United States, positioning it differently under the proposed approach.
- Tech outlet Wccftech warned that tariffs at this level would raise supply chain costs substantially and could drive memory prices even higher.
- The warning lands during a pronounced AI-fueled tightness in DRAM, with recent reports of steep price jumps and expectations of further increases into early 2026.