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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. johnisom2001 · · focus · HN ↗
      Shovel seller has access to knowledge about the market and processes that you could never know, though.
      1. m4rtink · · focus · HN ↗
        Yeah: <a href="https:&#x2F;&#x2F;en.wikipedia.org&#x2F;wiki&#x2F;DRAM_industry_price_fixing" rel="nofollow">https:&#x2F;&#x2F;en.wikipedia.org&#x2F;wiki&#x2F;DRAM_industry_price_fixing
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