I don't trust anything Micron has to say about DRAM pricing https://en.wikipedia.org/wiki/DRAM_price_fixing_scandal

Memory used to be the bottleneck because it was the slowest after SSD and NVMe arrived. Now they became thethe bottleneck again but for a different reason. One has to wonder.

Sanjay Mehrotra said the industry suffered from low prices, leaving companies with insufficient funds to expand production.

> While most people blame massive demand from AI companies, Micron CEO Sanjay Mehrotra says price pressure from certain customers over the past few years has also significantly contributed to the shortage.

This is some next level gaslighting. AI companies significantly increased the demand and have deeper pockets than most consumers. He who bids most gets the product.

> Mehrotra also said the memory shortage could last into 2027 and beyond because fabrication plants take years to build, and the next generation of memory is even more complex to manufacture. Micron is now investing up to $200 billion in manufacturing and R&D, including new memory fabs in Boise, Idaho, and Syracuse, New York.

When the AI bubble pops, and supply significantly outpaces demand, we'll then see them close tonnes of fabs.