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Micron blames Apple and customers for the lack of memory capacity
- alecco 3mo agohttps://archive.ph/AvNa3 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 https://x.com/RolfeWinkler/status/2070129216214163575
- throwfaraway4 3mo agoIt 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.
- ChrisArchitect 3mo agoRelated: Micron locks in historically high memory prices for five years https://news.ycombinator.com/item?id=48683041 https://news.ycombinator.com/item?id=48683041