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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. 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. varispeed · · focus · HN ↗
      If someone enters as competitor because of high prices/profit, they'll want for them to stay that way. It won't make it better for the consumer if the supply is constricted in such a way.

      I think this is a point where governments should intervene and perhaps start fabs that would produce RAM at cost for working class and SMEs to use.

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