Micron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 2026
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Micron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 2026
Unofficial Hacker News client; not affiliated with Y Combinator.
cosmic_cheese · · focus · HN ↗
I’ve seen people say, “well that’s just the free market, there’s a customer that’s willing to pay more than you,” but that argument doesn’t hold water when industry incumbents are actively obstructing entrance of new competitors into their primary markets. Micron, etc can’t both refuse to carve off more of their capacity for consumer-destined NAND and also refuse to allow others to fill the vacuum they’ve so conveniently created. Either you’re serving the market or you’re not; you don’t get to have your cake and eat it too under properly functioning, healthy capitalism.
skeptic_ai · · focus · HN ↗
mckenzba · · focus · HN ↗
dabinat · · focus · HN ↗
Danox · · focus · HN ↗