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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. api · · focus · HN ↗
    CXMT is coming for this market, and this creates a huge opening for it.
    1. sanfus_grimmer · · focus · HN ↗
      > Chinese CXMT DRAM doesn't look like the budget savior many were expecting — new modules enter the market, but prices still track the big three

      <a href="https:&#x2F;&#x2F;www.tomshardware.com&#x2F;pc-components&#x2F;dram&#x2F;chinese-cxmt-dram-doesnt-look-like-the-budget-savior-many-were-expecting-new-modules-enter-the-market-but-prices-still-track-the-big-three" rel="nofollow">https:&#x2F;&#x2F;www.tomshardware.com&#x2F;pc-components&#x2F;dram&#x2F;chinese-cxmt...

      1. Danox · · focus · HN ↗
        That’s not the point. You’re speeding up the progress of them becoming a competitor, a relentless competitor worldwide.

        And you are now encouraging other large pocket tech companies inside and outside China to give thought to taking memory in-house if that means making and selling devices at a reasonable price in a timely manner.

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