alt Hacker NewsThey are not prioritizing extremely high prices. TSMC has a similar waiting list, so does ever other tool manufacturer. Memory capacity is being increased approximately as fast as it can be.
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muddi900 • today at 3:11 PM
That is not true. Semiconductor industry saw a similar supply crunch during covid and spent heavily for capacity. And when the crunch tapered off, they were left holding the bag.
Micron would probably not even exist, or be a sticker brand for some Chinese conglomerate if not for this supply shock.
They are a lot more reticent this time around.
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alephnerd • today at 2:13 PM
There's no point bringing this up.
Whenever anyone does, there are dozens of posts acting conspiratorial on HN.
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You can find public statements in the last 12 months from Samsung and Hynix about their aversion to scaling out production or increasing supply because they are concerned about profits.
Hard to know who to believe, on one side there are the absurdly high prices and statements from companies and on the other hand there are strangers posting on HN that it's actually all fine.