this post was submitted on 01 Oct 2026
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[–] icerunner_origin@startrek.website 48 points 2 weeks ago (9 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.

[–] wewbull@feddit.uk 8 points 2 weeks ago (1 children)

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

Infinite margin! 🫦

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