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267

So lame and gay.

Archive: https://archive.today/r88DU

From the post:

>Memory-maker Micron has found a way to keep prices for its products sky-high for another five years, by signing 16 “strategic customer agreements” (SCAs) that include a floor price the company says comes with “a very robust gross margin for Micron, well above our peak quarterly margins in any past cycle.” Micron CEO, president and chairman Sanjay Mehrotra explained the SCAs in prepared remarks delivered during the company’s Q3 earnings call. He explained that Micron has signed 16 SCAs, most of them covering 2026 to 2030, and that they involve a commitment to buy a certain quantity of product and pay for it in a pricing band that has a floor and a ceiling price. The floor price covers the historically high gross margins mentioned above, and the ceiling price means those who commit to an SCA are insulated if memory prices go even higher.

So lame and gay. Archive: https://archive.today/r88DU From the post: >>Memory-maker Micron has found a way to keep prices for its products sky-high for another five years, by signing 16 “strategic customer agreements” (SCAs) that include a floor price the company says comes with “a very robust gross margin for Micron, well above our peak quarterly margins in any past cycle.” Micron CEO, president and chairman Sanjay Mehrotra explained the SCAs in prepared remarks delivered during the company’s Q3 earnings call. He explained that Micron has signed 16 SCAs, most of them covering 2026 to 2030, and that they involve a commitment to buy a certain quantity of product and pay for it in a pricing band that has a floor and a ceiling price. The floor price covers the historically high gross margins mentioned above, and the ceiling price means those who commit to an SCA are insulated if memory prices go even higher.
[–] • 1 pt

Micron has always been a dogshit manufacturer as long as I remember. Worst metrics out of stock and especially when trying to overclock. Used to be the cheapest, though.

> Sanjay Mehrotra And apparently they're now jeet'd. They can fuck right off.

[–] • 1 pt

This looks like a monopolist’s move, but Micron does have competitors. I think they’re trying to lock in over priced purchase agreements before the AI bubble crashes.

We recently heard about OpenAI legally backing out of their agreement to buy loads of RAM from both Samsung and SK Hynix. Micron is hoping RAM buyers are still panicking about prices going even higher, so they might sign these horrible agreements to avoid getting further price gouged.

With large companies refusing to pay anything close to the actual cost of running LLMs and a startup claiming they can run a competitive LLM on a fraction of the RAM, demand for RAM is more likely to drop than increase from here. I think the people at Micron know this and they are trying to scam their customers.

[–] • 1 pt

Yep, I agree. Also. They exited the consumer market before they did this (got rid of the crucial brand) this was probably very intentional otherwise they could probably get shit from a whole bunch of consumer protection agencies.