No, it’s actually not because of the AI demand. AI is a demand metric but not enough to cause the hikes we’re seeing and (as the manufacturers want us to) even preparing for.

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.

arraigned in New York City on Thursday on a slew of charges including reckless endangerment engagement.

Come on, Guardian, missed opportunity here!

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