this post was submitted on 01 Oct 2026
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216
Micron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 2026 (www.techpowerup.com)
submitted 2 days ago* (last edited 2 days ago) by inari@piefed.zip to c/technology@lemmy.world
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[–] Imgonnatrythis@sh.itjust.works 168 points 2 days ago (2 children)

Guy selling memory says buy memory now it's only going to get more expensive?

[–] empireOfLove2@lemmy.dbzer0.com 46 points 2 days ago

"Please keep piling on the hype fomo train we have every single one of our eggs in this one basket"

[–] scrubbles@poptalk.scrubbles.tech 32 points 2 days ago (3 children)

Right? In what world? This year we saw CXMT come online and they claim they're going to handle most of China's supply, so that's a whole fucking country Micron/SK/Samsung are losing on. Then also we've seen datacenter buildouts slowing down and not being financed. So supply is going up and demand is going down. Now I'm not a big city economist, but in my books all that points to at minimum not the situation getting worse.

Might Micron be a bit sad they left the consumer market who is frothing at the mouth for RAM?

[–] boonhet@lemmy.zip 1 points 19 hours ago

China isn't allowed to buy nvidia AI GPUs anyway so the demand CXMT is primarily going to be filling is that which China can't buy anyway. The DDR production is more of a secondary priority

[–] Aceticon@lemmy.dbzer0.com 8 points 1 day ago

It's almost as if they're trying to sell as much as possible now, at what is likely to be the peak price for a long while ...

[–] nosuchanon@lemmy.world 7 points 2 days ago

That’s why they decided to fix the prices for the next few years.