this post was submitted on 16 Jan 2026
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Micron addresses Crucial exit backlash: 'We are trying to help consumers around the world' — company warns that DRAM drought could last until at least 2028 (finance.yahoo.com)
submitted 2 days ago by themachinestops@lemmy.dbzer0.com to c/technology@lemmy.world
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Moore was asked if memory suppliers were inclined towards catering to the AI sector, "leaving consumers behind" as a result. "Well, first I would want to try to help everybody understand that the perception may not be exactly correct, at least from our point of view," Moore said. He stated that while he would "never want to tell someone what to think or that they're wrong... our viewpoint is that we are trying to help consumers around the world." Moore then cited Micron's sizeable businesses in the client and mobile market. Moore hinted that Micron is still technically serving consumers by supplying LPDDR5 to OEMs like Dell and Asus for inclusion in laptops, amongst other things. While this is technically correct, the news will be of little comfort to the DIY community and enthusiasts facing colossal price increases.

While the report claims Micron is in contact with "every single PC brand out there", the company simply cannot afford to ignore AI demand.

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[–] Atherel@lemmy.dbzer0.com 39 points 2 days ago (2 children)

Yes that's what a bubble looks like.

[–] prex@aussie.zone 22 points 2 days ago (1 children)

This time its different - trust me bro™

[–] SeductiveTortoise@piefed.social 4 points 2 days ago

You mean I should invest everything I have and then some?

[–] Eyekaytee@aussie.zone 2 points 2 days ago (1 children)

Stock price wise the company is clearly worth more because it's selling more and making massive amounts of money and by massive I mean they're printing money right now

The other part is that the 3 major players SK Hynix, Samsung and Micron have basically said they don't want to oversupply the market and when the AI bubble pops have memory prices go through the floor again, so they are treating this as if it's a bubble and in a few years time the demand will subside, so they are not blowing up all their capital to expand as quickly as possible

"This follows reports earlier this month that the price for DRAM sticks of memory for desktop computers had increased by over 170% year on year. Mostly driven by the high demand for building new AI-focused data centers, memory makers aren't planning to increase production either, on the off chance the demand dries up."

https://www.tomshardware.com/tech-industry/samsung-raises-memory-chip-prices-by-up-to-60-percent-since-september-according-to-reports-ai-data-center-build-out-strangles-supply

I saw Samsung may already be in the process of building a new fab but i cbf looking up further, basically looks like higher memory prices, for longer, with no oversupply glut with cheap prices once the bubble pops like in the past :(

[–] jeeva@lemmy.world 2 points 2 days ago* (last edited 2 days ago)

SK Hynix are building more supply, I thought I saw: https://www.tomshardware.com/pc-components/dram/sk-hynix-to-spend-usd13-billion-on-the-worlds-largest-hbm-memory-assembly-plant

May be misinterpreting that, though.