tech
December 10, 2025
RAM is ruining everything
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TL;DR
- Memory suppliers are diverting resources to AI, causing shortages and price hikes for consumer electronics.
- AI data centers are consuming large amounts of DRAM and HBM, prioritizing these needs over PC and smartphone markets.
- Companies like Samsung, SK Hynix, and Micron are experiencing record profits due to the AI demand.
- Consumers can expect higher prices for smartphones, laptops, gaming consoles, and other devices.
- Micron is winding down its Crucial brand to focus entirely on AI memory supply.
- Samsung and SK Hynix have reportedly committed significant memory output to OpenAI's Stargate project.
- The demand for AI chips and HBM is outstripping the supply of silicon wafers for standard DRAM.
- Manufacturers may resort to cost-cutting measures, price increases, or reduced configurations for consumer products.
- Memory prices for PC components have seen dramatic increases, with some doubling or tripling.
- The shortage is expected to continue through late 2027, with suppliers cautious about rapidly expanding production to avoid oversupply.
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