This is a most excellent place for technology news and articles.
Business don't care about consumers because nowadays business sell to other business
Nowadays? It's always been the case. It's far easier and less hassle to sell to or work for other businesses. I run an IT service company and I avoid residential work line the plague. It can sometimes make me more money, but over all it is horrible as opposed to work done for other companies.
Crucial is the only good brand I can afford. This sucks ass and I HATE AI. I hope AI companies lose all their money and go bankrupt.
AI is destroying so many awesome things, all for profit.
I don't believe this, because it is too stupid. 2026 demand forecasts for HBM I don't believe will materialize, as customers can't pay those crazy RAM prices either, OpenAI can't pay for all of their promises, demand isn't high enough for the planned data centers, and power and labour constraints.
I don't believe it because Micron is a brand that has value premium to it. Even if they just keep charging extortionist prices while HBM demand fantasy remains propagandized, there will eventually be worthwhile consumer demand for RAM, right? Killing the division and firing everyone in it, is Micron saying "making too much money from HBM must forever put all eggs in HBM basket"
This has got to be some sort of psyop
OpenAI bought 40% of the world's DRAM.
They bought them as whole wafers (not finished chips!) from SK Hynix and Samsung.
Then they put them in a warehouse
All of that is confirmed, btw. The part below is my speculation:
To me, that reads as if they're using VC money to drive up RAM prices, hoping that their competitors (who are catching up) can't buy more RAM.
It's so anticompetitive it's unbelievable. And of course, normal buyers are the most fucked over.
Shits wild the same ram I bought over a year ago is 400% more for half the amount of GB.
Damn. This sucks. I've been buying Crucial ram sticks as long as I can remember. They've been the reliable go to brand for me. First it was EVGA and now Crucial. How depressing.
I hope when the AI bubble pops, Micron goes with it then.
Also, I can’t wait to buy up used RAM for pennys when the bubble pops.
I had to look it up. The RAM I bought 12 months ago for $99 is now $350. This is insane.
These CEOs seem really slow on the uptake. Gonna put all your chips into the AI business just as the bubble is about to burst.
I read an article yesterday that Samsung's memory division wasn't even willing to let Samsung's own cell phone division lock in any long-term memory buying agreement with them, which the cell phone division hsd been trying to do. Too much money in selling HBM memory for parallel compute to datacenters.
https://www.reuters.com/world/china/ai-frenzy-is-driving-new-global-supply-chain-crisis-2025-12-03/
Some 6,000 miles away in California, Paul Coronado said monthly sales at his company, Caramon, which sells recycled low-end memory chips pulled from decommissioned data-center servers, have surged since September. Almost all its products are now bought by Hong Kong-based intermediaries who resell them to Chinese clients, he said.
"We were doing about $500,000 a month," he said. "Now it's $800,000 to $900,000."
I threw away a bunch of large-capacity DDR4 DIMMs last year, figured that they'd be useless in the future. Kind of wish I hadn't, now. Reusing old DIMMs is probably the only source of supply that can be ramped up in the near term.
In October, SK Hynix said all its chips are sold out for 2026, while Samsung said it had secured customers for its HBM chips to be produced next year. Both firms are expanding capacity to meet AI demand, but new factories for conventional chips won't come online until 2027 or 2028.
Two or three years until manufacturing capacity will be ramped up.
My 5-year-old mainboard only supports DDR4. I'm just looking to increase my RAM and have two free slots available. But even the prices of DDR4 sticks have increased 100%-200% compared to a year ago.
They are more affordable than DDR5 sticks to be sure but still crazy.
