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Crucial is shutting down — because Micron wants to sell its RAM and SSDs to AI companies instead
(www.theverge.com)
this post was submitted on 03 Dec 2025
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They don't really have to collaborate though. They're proving right now that they can price out consumers by just buying all the hardware capacity up and letting the market take care of the little guys. Hardware manufacturers like Micron are obliging.
the ai companies are but that doesnt talk about the hardware specific companies. for example dell, hp and lenovo run a large business laptop leasing business if they do not get their ram, it will sour their relationships with memory manufacturers . they arent all going to be willing to take losses
Lenovo is stockpiling memory to try to make it through the RAM winter.
https://www.tomshardware.com/pc-components/ram/lenovo-stockpiles-ram-as-prices-skyrocket-reportedly-has-enough-inventory-to-last-through-2026-memory-stock-claimed-to-be-50-percent-higher-than-usual-to-fight-pricing-shock
I don't think that Lenovo is getting special deals with memory makers either, or they wouldn't need to stockpile.