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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. pllbnk · · focus · HN ↗
      I think neither CEOs nor boards of the public companies care. They want to maximize their paychecks and bonuses in the short term before they leave to other companies.
      1. aenis · · focus · HN ↗
        Except that in this case it's no longer 'collect money, move on to the next one'. It's 'collect money, become dynastically-rich, retire in 3 quarters from now'. After that, who cares.
        1. pc86 · · focus · HN ↗
          This seems like a distinction without a difference. In the context of CEOs sacrificing the greater good for their bonus, [basically] nobody has done that for a $250k bonus. We're often talking 8 figures, tens of millions of dollars.

          Is this really a categorically different thing if we're talking about $85 million vs. $12 million?

          1. aenis · · focus · HN ↗
            I've met dozens of ~$20M net worth people, they are just normal folks - in rich countries thats not even upper class money, thats "a nice home but thats it" kind of cash. $100M+ is "i can retire at will", while $500M are like a different species, surrounded by yes-men and usually quite damaged mentally from all the ass-kissing. So yeah, i think there is a meaningful distinction.
            1. pc86 · · focus · HN ↗
              Even if this absolute nonsense is accurate (it's not), you're agreeing with me. I said there's not a category difference between $12M and $85M in this context. And you're saying $100M is where it starts being different.
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