Micron exited the consumer DRAM market in December 2025, leaving Samsung and SK Hynix as the only two major suppliers. It is now rumored that SK Hynix may follow Micron's lead, stopping the production of consumer DRAM and NAND chips.
Yeah more or less. The Verge did a whole podcast episode on RAM over the holidays. It was a good explainer.
Basically, RAM that goes into AI data centers isn’t necessarily the same as RAM in your computer. There are only 3 companies making RAM. They are altering their fabrication lines to accommodate for the commercial/AI ram so they can make more money. That means they can’t produce consumer RAM.
It’s hard and expensive to build RAM and chip factories because there is one company that makes the machine that does it. So anyone who wants to stay a RAM factory is at their mercy.
The Verge reporter said he expects ram prices might go up significantly more in the next 6months to a year.
Yeah more or less. The Verge did a whole podcast episode on RAM over the holidays. It was a good explainer.
Basically, RAM that goes into AI data centers isn’t necessarily the same as RAM in your computer. There are only 3 companies making RAM. They are altering their fabrication lines to accommodate for the commercial/AI ram so they can make more money. That means they can’t produce consumer RAM.
It’s hard and expensive to build RAM and chip factories because there is one company that makes the machine that does it. So anyone who wants to stay a RAM factory is at their mercy.
The Verge reporter said he expects ram prices might go up significantly more in the next 6months to a year.