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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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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.