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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. xnx · · focus · HN ↗
    Micron stock has gone up 10x in the past 2 years in a sector where the barrier to entry is lower than GPU/TPUs. CEO will do everything he can to keep stock price from returning to the mean.
    1. mixmastamyk · · focus · HN ↗
      Their P/E is still in the tens and it takes 5-10 years to get a new factory online.
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