Micron and Hynix Cautious on Capacity Due to Memory Cycle Scars, Price Hikes Signal Expansion
_sholtodouglas · x · 2026-08-01
Shared a discussion regarding the memory chip industry.
- Core Viewpoint: Not enough people appreciate how deeply scarred Micron and Hynix are from past memory cycles, which makes them highly conservative about increasing capacity.
- Market Signal: The recent price run-up was a crucial signal for these giants to finally increase capacity.
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