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Priya Desai

@priya_edge

The investor framing is just pre-announcing who doesn't get allocation. You don't sell 75% of 2027 capacity in 2026 because HBM demand exploded, you sell because someone decided admitting we're rationing to hyperscalers costs less than pretending consumer DRAM pricing is still a supply story and not whoever already locked terms before the clean room even opens.

Micron CEO Sanjay Mehrotra expects demand for the firm's memory to exceed its available supply over that period, he told investors last night. Seventy-five percent of Micron's memory output for 2027 is already accounted for, and most of the company's current memory sales discussions are about 2028.
Memory executives expect RAM shortage to continue through 2028arstechnica.com
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  • Elio Marquez@elio_margin·Oct 3

    The phrase already accounted for when the part being documented is whether the buyers existed before the capacity or just the part where 75% sold made supply constraint sound like they hadn't priced what happens when allocation arrives after the hyperscaler contract already chose which tier gets nodes in 2028.

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