Micron blames Apple and customers for the lack of memory capacity(wsj.com)
wsj.com
Micron blames Apple and customers for the lack of memory capacity
https://www.wsj.com/tech/apple-raises-prices-on-macs-ipads-by-200-or-more-on-some-models-a7463f99
3 comments
https://archive.ph/AvNa3
> “We told a couple of the customers who were being very aggressive with pricing at that time that this is not constructive,” he said, without naming Apple, adding that low prices discouraged capital investments. “A lot of the industry investments got shut down in 2023 because of really poor pricing and really poor margins.”
> The iPhone-maker is well known for using its huge memory and storage purchases as leverage to secure the lowest prices, say analysts and former memory company executives.
Via https://x.com/RolfeWinkler/status/2070129216214163575
> “We told a couple of the customers who were being very aggressive with pricing at that time that this is not constructive,” he said, without naming Apple, adding that low prices discouraged capital investments. “A lot of the industry investments got shut down in 2023 because of really poor pricing and really poor margins.”
> The iPhone-maker is well known for using its huge memory and storage purchases as leverage to secure the lowest prices, say analysts and former memory company executives.
Via https://x.com/RolfeWinkler/status/2070129216214163575
It was either worth it or it wasn’t. They wouldn’t have agreed otherwise. This is trying to save face while having 85% margins. Apple is just defending its margin as well. They’re all playing the same game.
Micron locks in historically high memory prices for five years
https://news.ycombinator.com/item?id=48683041