this post was submitted on 26 Jun 2026
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Don't think anybody expected micron to return to the consumer market once they got on the gravy train. What I wonder is whether they're like nvidia now, actually producing, shipping and getting paid, or are those SCAs just promises and more IOUs? Because just reading "micron exponential growth" everywhere does not inspire confidence.
What's the knock on effect of production on the scale they all claim? Wouldn't there be excess low bin product? 16gb single sided sticks because the 32gb failed qc? I know that's a terrible analogy but you get where I'm going. There are almost no signs that the level of mfg that's being claimed is actually happening. It's all just dollar signs on paper getting pushed around so someone can say profits.