

Careful, “foundries” usually means CPU and maybe GPU. Anything memory related at the moment is just “announced” or “planned”. You could say Micron spent $20B, but that’s global not just US.
Besides Micron no one is planning to build memory fabs in the US.



Weirdly the markets no longer seem to care. Strait is closed? Meh, new all time high.
No clue what is going on.