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

by alecco • 27 days ago

6 3 27 days ago

alecco• 27 days ago

“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

throwfaraway4• 26 days ago

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.

ChrisArchitect• 26 days ago

Micron locks in historically high memory prices for five years

https://news.ycombinator.com/item?id=48683041

Micron blames Apple and customers for the lack of memory capacity

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