alt Hacker NewsMicron has said they're not scaling up production. Presumably they're afraid of being left holding the bag when the bubble does pop
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mindslight • yesterday at 8:56 PM
Hedging is understandable. But what I don't understand is why they didn't hedge by keeping Crucial around but more dormant (higher prices, less SKUs, etc)
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Not just Micron, SK Hynix has made similar statements (unfortunately I can only find sources in Korean).
DRAM manufacturers got burned multiple times in the past scaling up production during a price bubble, and it appears they've learned their lesson (to the detriment of the rest of us).