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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. water-drummer · · focus · HN ↗
    Shovel seller says shovels will be expensive in winter so make sure to buy as many as you can today.
    1. matwood · · focus · HN ↗
      Exactly. Memory seller says memory prices will go higher and remain high forever - got it.
      1. boringg · · focus · HN ↗
        I mean have you looked at housing for the last decade? Im glad I didn't wait for it to come down lower than it started the decade...

        Just because he is the one selling it doesn't mean he isn't telling the truth.

        1. matwood · · focus · HN ↗
          "This time it's different..." said every person in the middle of the boom cycle. Housing also is a completely different beast and isn't a commodity.
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