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Colin Cornaby
Well this is bad news
https://www.
theregister.com/systems/2026/0
6/25/micron-locks-in-historically-high-memory-prices-for-five-years/5261854
Micron locks in historically high memory prices for five years
Big buyers agree to deals that will deliver historically enormous margins and profits
theregister
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ǝlqɯnɹ uoɯᴉS
3d ago
@colincornaby
Bad news for those "strategic buyers". Good news when the bubble bursts. They still get paid which gives them certainty to build more fab capacity. Those strategic buyers will need to offload it at whatever price they can get.
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Colin Cornaby
ǝlqɯnɹ uoɯᴉS