Hacker News
new
|
past
|
comments
|
ask
|
show
|
jobs
|
submit
login
Grombobulous
19 days ago
|
parent
|
context
|
favorite
| on:
Micron CEO Says Memory Supply Will Be Much Tighter...
Then memory goes back to pre-2026 pricing and memory is still profitable with a cartel market of less than 5 manufacturers.
yvdriess
18 days ago
[–]
But only in 2028 because all the wafers rotting away in the warehouses are HBM which are too expensive to package or integrate into consumer electronics with tighter margins. Looking forward to having enthousiast-grade GPUs with HBM again though.
fwip
18 days ago
|
parent
[–]
I'd imagine the quadruple revenue they collected this year would be able to tide them over for a manufacturing cycle or two.
Consider applying for YC's Winter 2027 batch!
Applications
are open till November 2.
Guidelines
|
FAQ
|
Lists
|
API
|
Security
|
Legal
|
Apply to YC
|
Contact
Search: