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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. dhbradshaw · · focus · HN ↗
    I think as a manufacturer I'd be less worried about competition than about vertical integration by large players.

    It makes sense to de-risk your supply chain and at this point memory is a key supply risk.

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