You gotta be fucking kidding me, I swore by Crucial RAM and SSDs. Eat shit, Micron.

Capitalism strikes again.

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.

Translation, Micron is shutting down Crucial for short term shareholder value at the cost of a sustainable and proven long term brand and channel.

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.

this seems incredibly short sighted... the current situation exists because there is a large amount of infrastructure and data centres being built. once that infrastructure is built, the demand will return to normal... OR once the bubble bursts, the market will be flooded with used ram from failed data centres..... aliexpress will be selling ram at a dollar a gig when all these data centres flop

Cyberpunk wasn't supposed to be a prophecy. It was meant to be a warning.

So their not shutting down, just focusing on AI idiots until the bubble busts and then they will turn back to consumers.......

Rules of Acquisition #1,261-- Always fuck over the idiots in the market. And when you've taken all their money, go back to your base with inflated prices.

First it was GPUs, and now it's RAM.

This seriously sucks. Maybe I'll have to stick with my mom's laptop for a little while longer if prices are going to be impacted (which I having a feeling they probably will be unless they already are).

I just installed a 4TB nvme Crucial SSD in my new build solely to put games on.

I'm sure they will come crawling back to consumers after the AI bubble bursts.

They told us us to buy computers in 2024 in case this happens. Here we are.