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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. vidarh · · focus · HN ↗
        They're 10% of the market now, and they've shown the ability to scale up manufacturing rapidly. They certainly won't singlehandedly meet demand, but they might at least be able to temper the price growth quite a bit.
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