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Micron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 2026

394 points · 443 comments · speckx

  1. water-drummer · · focus · HN ↗
    Shovel seller says shovels will be expensive in winter so make sure to buy as many as you can today.
    1. dgellow · · focus · HN ↗
      I mean, yes, but they are also right. They benefit from the market conditions, and contribute to the price increase, but it’s pretty clear there won’t be that much available shovels for a very long time
      1. cheschire · · focus · HN ↗
        Especially when the equipment the shovel seller uses to produce shovels has been retooled to produce backhoes instead because of a digging bubble.
        1. TeMPOraL · · focus · HN ↗
          Shouldn't this be affected by the diggers from the Far Lands recently telling everyone how to angle the backhoe blade to dig 470x as much earth in one swing?
          1. jdiff · · focus · HN ↗
            It would be severely affected if Jevon's paradox weren't terrorizing the globe right now.
      2. MrGilbert · · focus · HN ↗
        Of course, because there was a HOA that became financially so big (on paper), that it secured 80% of the shovel supply for the next two years. Now everyone is fighting over the remaining 20%.
        1. pixl97 · · focus · HN ↗
          I mean they already ate all the shovel supply for this year, so unless the bubble pops now, the shovel supply for next year will be used by that HOA.
    2. ShinyLeftPad · · focus · HN ↗
      and please all invest in the shovel making company!
    3. matwood · · focus · HN ↗
      Exactly. Memory seller says memory prices will go higher and remain high forever - got it.
      1. boringg · · focus · HN ↗
        I mean have you looked at housing for the last decade? Im glad I didn't wait for it to come down lower than it started the decade...

        Just because he is the one selling it doesn't mean he isn't telling the truth.

        1. matwood · · focus · HN ↗
          "This time it's different..." said every person in the middle of the boom cycle. Housing also is a completely different beast and isn't a commodity.
    4. WarmWash · · focus · HN ↗
      I'm pretty sure they are sold out for the foreseeable future.
    5. johnisom2001 · · focus · HN ↗
      Shovel seller has access to knowledge about the market and processes that you could never know, though.
      1. m4rtink · · focus · HN ↗
        Yeah: <a href="https:&#x2F;&#x2F;en.wikipedia.org&#x2F;wiki&#x2F;DRAM_industry_price_fixing" rel="nofollow">https:&#x2F;&#x2F;en.wikipedia.org&#x2F;wiki&#x2F;DRAM_industry_price_fixing
    6. simianwords · · focus · HN ↗
      Thought terminating cliche
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