You may hate AI, but it’s not the reason we are seeing RAM costs skyrocket.

Looking at the manufacturing data and the historical strong-arm tactics used by Samsung, Micron, and SK hynix, who collectively control about 96% of the global DRAM market, AI just gives manufacturers the perfect public justification to stop chasing cheap bit growth, starve low-margin consumer channels (our RAM products), reprioritize wafers toward premium products (data center RAM), and force customers into multi-year contracts at shortage-era prices.

Sure it lets them make more money off us, but they really love locking in these rates with their data center-based customers.