‹ BackHN Continuity

Thread

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. malfist · · focus · HN ↗
      The argument I've seen about why someone else doesn't start selling RAM is it takes a year or two to ramp production. But here's a CEO saying he's going to make sure prices stay high enough, long enough that you can spin up a competitor
      1. tzs · · focus · HN ↗
        > But here's a CEO saying he's going to make sure prices stay high enough, long enough that you can spin up a competitor

        Where does he say he's going to make sure prices stay high?

        1. rickdeckard · · focus · HN ↗
          "We will produce as many Oreo's as we can, but soon Oreo supply will be much tighter than ever before"

          - Oreo CEO, suggesting you to buy every Oreo you can get

Open on Hacker News to reply ↗

Unofficial Hacker News client; not affiliated with Y Combinator.