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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. ocd · · focus · HN ↗
    I'm not a business guy, but I think I would be very worried if I created any opening (even on the very long term) for competition to justify itself being built up to meet demand (or national security requirements of other countries) on an industry I mostly control, because I prioritized extremely high prices for a few years that might have the effect of changing the arithmetic for potential competitors that wouldn't have done it before.

    It makes me consider whether there would be retaliation in later years against the US intellectual property system in countries other than China. While RAM is a tangible product, the areas it serves aren't really.

    1. pllbnk · · focus · HN ↗
      I think neither CEOs nor boards of the public companies care. They want to maximize their paychecks and bonuses in the short term before they leave to other companies.
      1. __MatrixMan__ · · focus · HN ↗
        Like termites, moving on to the next tree. One day we'll figure out how to be rid of these parasites, then we'll have healthier trees.
        1. r14c · · focus · HN ↗

          [dead]

          1. thenewnewguy · · focus · HN ↗
            Which is what? Because if your solution is "get rid of all C-suite executives", obviously some new person (or some new group) has to be given the final say on decisions in the company and what's to stop them from becoming corrupt or otherwise problematic?
            1. Yoric · · focus · HN ↗
              I assume that GP speaks of reducing the salaries for C-suite to the levels they had before Reaganism? I personally suspect that this would be pretty good for companies.

              Or perhaps they're thinking of nationalization, which leaves me a bit more skeptical.

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