Micron has warned investors that global RAM shortages will persist into 2028, with CEO Sanjay Mehrotra pointing to AI-driven demand for high-bandwidth memory.

you are viewing a single comment's thread
view the rest of the comments
[–] 2 points 1 month ago (1 child)

More sellers means smaller pieces of the pie for everybody - if supply reaches demand. CXMT will have to distinguish themselves somehow in the market. If it's just virtue of being able to provide chips to those who couldn't get any, then yes, the price doesn't have to drop. But how many data-centers can they build and for how long?

Endless growth doesn't exist.

  • source
  • parent
  • hideshow 1 child comment