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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. stale2002 · · focus · HN ↗
      This reminds me of an economist joke.

      3 businessmen are in jail, they ask each other what they are there for.

      Businessman 1: "I made my prices higher than my competitors and was jailed for price gouging!"

      Businessman 2: "I made my prices lower than my competitors and was jailed for price dumping!"

      Businessman 3: "I made my prices the same as my competitors and was jailed for price collusion!"

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