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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. rickdeckard · · focus · HN ↗
    Kudos to the memory supply-industry on converting their market in a way that a handful of large-scale customers moved from mere supply-forecasting to outbidding themselves to BUY future production of chips for years to come.

    I would now like to open the floor to investigations in this industry to determine whether this is hindering free-market forces and is ripe for regulation, as no-one is able to actually compete with these handful of companies anymore.

    ...anyone?

    ...ah yeah, right, I forgot. They also found a circular financing scheme which enslaved the entire global economy and organically prevents governments from properly governing their industry.

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