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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. proxysna · · focus · HN ↗
    I have huge hopes fox CXMT entering the market and at least offsetting this nightmare. Just this week i've paid ~$1k USD for 2x32G DDR5 ECC, insane.
    1. elorant · · focus · HN ↗
      They don't have the infrastructure to meet global demand.
      1. Grombobulous · · focus · HN ↗
        I would never bet against a Chinese company ramping up production quickly.
        1. ngl999 · · focus · HN ↗
          They'll probably join the party and hype about tight demand by that time.
          1. maratc · · focus · HN ↗
            In communist China, the party joins you.
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