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- cross-posted to:
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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.
could have a chip that looks for a certain sequence of bytes then changes some other bytes as a result… it would probably introduce massive latency though…
tbh I think it doesn’t need to manipulate the data on the stick for doing malicious things. it would just need a tiny processor consuming almost nothing, and doing its own communication on the bus it has access to. but I don’t have any idea about the possibilities
I was just thinking that would be the simplest way to do it, but I think you might be right that that way would be more feasible…
Hang on, I’m gonna add a suspicious new component onto a part that is incredibly expensive and heavily scrutinized specifically for speed and latency that will bit bash the I/o.
yeah you’d have to disguise it as part of another chip, and use lower latency parts and then sell it as higher latency…