Micron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 2026
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Micron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 2026
Unofficial Hacker News client; not affiliated with Y Combinator.
jmward01 · · focus · HN ↗
svnt · · focus · HN ↗
Samsung recently shifted some capacity from HBM back to DDR5 modules, freeing up around 80,000 wafers/month, so DDR5 margins are currently good enough to compete with HBM for wafers, or maybe they are anticipating a turn, or both.