icerunner_origin comments on Micron CEO Says Memory Supply Will Be Much Tighter in 2027 and 2028 Than in 2026

[–] icerunner_origin@startrek.website 34 points 17 hours ago (5 children)

Micron CEO said they expected industry supply to improve gradually in 2028, but couldn't predict when supply would catch up with demand.

Why would they want balanced supply and demand? Scarcity affords them a higher margin for the same output. With so few competitors there currently seems to be little reason for them to try and meet demand.

permalink

fedilink

source

hideshow 5 child comments

[–] wewbull@feddit.uk 1 point 33 minutes ago

They should go the whole way, and stop making RAM completely. That should send their profit margins to the moon.

permalink

fedilink

source

parent

[–] FaceDeer@fedia.io 10 points 17 hours ago (3 children)

That's not how supply and demand works. When a market is out of economic equilibrium like this, with demand sharply rising, that is literally what drives competitors to arise and to try to increase supply to match. This is fertile ground for exactly that outcome to happen.

permalink

fedilink

source

parent

hideshow 3 child comments

[–] schipelblorp@sh.itjust.works 11 points 14 hours ago

If you ever want to leave behind the economic fairy tales we tell children and college freshmen:

https://en.wikipedia.org/wiki/Market_failure

permalink

fedilink

source

parent

[–] verdigris@lemmy.ml 20 points 16 hours ago (1 child)

cough cough barriers to entry cough cough

permalink

fedilink

source

parent

hideshow 1 child comment

[–] schipelblorp@sh.itjust.works 16 points 14 hours ago* (last edited 13 hours ago)

What ever in the name of Supply Side Jesus are you talking about? The FREE MARKET surrounds us always, its INVISIBLE HAND guides all economic transactions to their most EFFICIENT outcomes without the need of any human intervention!

Blocked for heresy!

permalink

fedilink

source

parent