posted in Technology
Micron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 2026
www.techpowerup.com/353296/micron-ceo-says-memory-supply-will-be-much-tighter-in-2027-and-2028-than-in-2026
Replying to @inari@piefed.zip
Guy selling memory says buy memory now it’s only going to get more expensive?
Replying to @Imgonnatrythis@sh.itjust.works
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?
Replying to @scrubbles@poptalk.scrubbles.tech
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 …