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.



Micron share price
Yes that’s what a bubble looks like.
This time its different - trust me bro™
You mean I should invest everything I have and then some?
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
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 :(
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.