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Crucial is shutting down — because Micron wants to sell its RAM and SSDs to AI companies instead (www.theverge.com)
submitted 10 months ago by to c/technology@lemmy.world
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[–] 17 points 10 months ago (2 children)

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.

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  • [–] 1 point 10 months ago* (1 child)

    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

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  • [–] 3 points 10 months ago

    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

    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

    Lenovo stockpiles RAM as prices skyrocket, reportedly has enough inventory to last through 2026 — memory stock claimed to be 50% higher than usual to fight pricing shock

    Lenovo is playing it smart and buying up as much memory inventory as it can

    I don't think that Lenovo is getting special deals with memory makers either, or they wouldn't need to stockpile.

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