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.
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.
Isn’t the new Chinese RAM producer going to undercut the big 3? Or will they just become the big 4?
Won’t they just sell out too? My bet is “Big 4.”
Sell out or sell to. Unless the Chinese one over produces to such a degree that it will undercut the others, it won’t have much impact.
They’ve said they will be selling at market value. Capitalist China is not going to be your savior.
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.
They’re buying out “years” of future capacity. Years. The pie isn’t shrinking much. When the bubble pops things will improve. Not a moment before.