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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.
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