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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. PowerElectronix · · focus · HN ↗
    It'd be a shame if their two main sources of income (openai and anthropic) were to go bust...
    1. newsclues · · focus · HN ↗
      If AI companies have allocation of memory, can't they just sell the memory allocation if they are tight on cash?
      1. fragmede · · focus · HN ↗
        Well, but to who? And for pennies on the dollar, most likely. Also not all ram is made equal. HBM for AI cards isn't LPDDR5 in iPhones.
        1. newsclues · · focus · HN ↗
          HBM consumer GPUs.

          RAM production is easier to transfer same with flash

          But sell it to consumers, where there is pent up demand

          1. m4rtink · · focus · HN ↗
            Given that even small GPU repair companies in China can put GPU chips on new boards with double the original memory, I would not be surprised to see the same people selling HBM from scrapped AI data centers acting as RAM on adapter boards. ;-)
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