I wonder if anybody has told Micron about what happens when customers sign a contract but then declare bankruptcy shortly after.
this post was submitted on 25 Jun 2026
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Software developers: more Electron and bloated frameworks are what the people want! Running 10 independent browser instances for simple chat apps is a great idea!
Isn't that called price fixing, and is generally illegal?
Yes, but the fine is far lower than their profits here... so, it's only illegal if you can't afford it.
"Cost of doing business"
If there’s some collusion, sure, but you’d have to find a government body with the will and teeth to prosecute.
Nothing really against charging whatever you feel like outside of things like certain supplies during disasters. It’s shitty
"Locks in"...if all of a sudden there was no demand you can be assured they would "lock out". Micron likes to put the boot to the throat when they have an advantage. Not someone I'd do business with.
Yeah, everyone was paying to back out of their contracts as soon as the prices went through the roof. The customers will do the same when they come back down if they are stuck in these contracts.
I believe that most of the customers signing these agreements are also the ones responsible for the memory shortage in the first place, and will go bankrupt when the AI bubble bursts, so the contracts will be voided in bankruptcy court.
Assuming these customers are the reason for the price hikes, their backing out is the demand loss needed to bring prices back down.
Well, I know who's gonna take a beating when the bubble pops and the market falls out from under them. What a stupid decision.
"Hey guys, this AI thing is gonna be like this forever. We'll never lack for insane demand ever again."
I think the logic for the customers is that either: A) It will work out exactly as predicted and we can afford whatever the hell we want, so it's worth it to have secured supply
B) Declare bankruptcy, the purchasing obligations no longer matter.
the barrier to entry for ddr can't be so high that someone can't buy a fab machine and undercut them can it?
It can.
Fun fact: this place lays off employees damn near yearly, in big waves lol
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