Amrith Ramkumar
speaker
133 appearances
7 recordings
1 series
first heard Aug 2025
last heard 9 Sep
Amrith Ramkumar’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 5 in all, peaking in Sep 2026 with 2.
Appearances
So the company is trying to thread this needle where they don't want to undermine the administration's goal of increasing US investment.
increasing US self-sufficiency in chips and other key products.
The company is also really hammering this idea that this is needed to reduce prices for consumers, which is a huge issue for the Trump administration approaching the midterm elections.
Apple and other electronics companies have had to increase prices recently, and Apple and others have blamed that on memory chips.
They've been reinforcing these arguments to administration officials in recent weeks that allowing U.S.
companies to work with these Chinese suppliers in any capacity really is
would mark the start of an unhealthy pattern for the U.S.
semiconductor industry.
And they point to other sectors like steel production, other types of manufacturing, where Chinese companies would get a little bit of market share and sort of sneak their way into an industry.
And then over time, we know what happens.
They increase production, drive down prices, and really force out U.S.
competition.
Micron has essentially bet the future of their company on making memory chips in the US.
They've committed to spend some $250 billion.
They're trying to move faster.
They've become a partner to the administration on Trump accounts and committed to help that program alongside other companies.
So it's really interesting because for a long time, Micron...
and other memory chip companies were essentially bullied by Apple because Apple would tell them what pricing it wanted, etc.
And the memory chip companies wouldn't have much clout.
This is one of the first times there's been the sustained increase in prices that people think could last for a long period.
Showing 41–60 of 133 · page 3 of 7
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