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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. shevy-java · · focus · HN ↗
    They are milking the market now.

    Make no mistake here: they also plan to retain these high prices. It's like the mafia now. There should be instant-jail time to cure these CEOs of their greed. Like, go to prison for a week, to help refresh your mind and stop thinking in terms of milking the customers dry.

    1. pixl97 · · focus · HN ↗
      If/when the bubble pops demand will fall so hard they'll have little ability to keep prices too high. Especially with Chinese companies pushing out a lot more product by then.
      1. MadrasThorn · · focus · HN ↗
        That's probably planned but it will probably be in agreement with other producers.
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