Micron CEO Sanjay Mehrotra says memory and storage supply will likely be much tighter in 2027 and 2028 than it was in 2026. He made the remarks during Micron's fiscal Q4 2026 earnings call on September 30, where the company reported record quarterly revenue of $54.2 billion. Here's what he...
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.
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.
Can’t really start a new memory manufacturer without nation state backing anymore. China is doing it, has taken them several years to get production going and it’s still too slow to affect the market.
If you ever want to leave behind the economic fairy tales we tell children and college freshmen:
https://en.wikipedia.org/wiki/Market_failure
cough cough barriers to entry cough cough
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!