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ERerdaquin1 jam yang lalu
I don't trust anything Micron has to say about DRAM pricing
https://en.wikipedia.org/wiki/DRAM_price_fixing_scandal
MIMithrilTuxedo15 menit yang lalu
I don't think it's entirely customers' fault that companies could afford to lower prices when there was an oversupply price crash in 2023.
https://en.wikipedia.org/wiki/Pork_cycle
https://en.wikipedia.org/wiki/Bullwhip_effect
DAdatakan2 jam yang lalu
Sanjay Mehrotra said the industry suffered from low prices, leaving companies with insufficient funds to expand production.
BAbArray1 jam yang lalu
> While most people blame massive demand from AI companies, Micron CEO Sanjay Mehrotra says price pressure from certain customers over the past few years has also significantly contributed to the shortage.
This is some next level gaslighting. AI companies significantly increased the demand and have deeper pockets than most consumers. He who bids most gets the product.
> Mehrotra also said the memory shortage could last into 2027 and beyond because fabrication plants take years to build, and the next generation of memory is even more complex to manufacture. Micron is now investing up to $200 billion in manufacturing and R&D, including new memory fabs in Boise, Idaho, and Syracuse, New York.
When the AI bubble pops, and supply significantly outpaces demand, we'll then see them close tonnes of fabs.
MOmoezd1 jam yang lalu
Memory used to be the bottleneck because it was the slowest after SSD and NVMe arrived. Now they became the bottleneck again but for a different reason. One has to wonder.
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I don't trust anything Micron has to say about DRAM pricing https://en.wikipedia.org/wiki/DRAM_price_fixing_scandal
I don't think it's entirely customers' fault that companies could afford to lower prices when there was an oversupply price crash in 2023. https://en.wikipedia.org/wiki/Pork_cycle https://en.wikipedia.org/wiki/Bullwhip_effect
Sanjay Mehrotra said the industry suffered from low prices, leaving companies with insufficient funds to expand production.
> While most people blame massive demand from AI companies, Micron CEO Sanjay Mehrotra says price pressure from certain customers over the past few years has also significantly contributed to the shortage. This is some next level gaslighting. AI companies significantly increased the demand and have deeper pockets than most consumers. He who bids most gets the product. > Mehrotra also said the memory shortage could last into 2027 and beyond because fabrication plants take years to build, and the next generation of memory is even more complex to manufacture. Micron is now investing up to $200 billion in manufacturing and R&D, including new memory fabs in Boise, Idaho, and Syracuse, New York. When the AI bubble pops, and supply significantly outpaces demand, we'll then see them close tonnes of fabs.
Memory used to be the bottleneck because it was the slowest after SSD and NVMe arrived. Now they became the bottleneck again but for a different reason. One has to wonder.