this post was submitted on 08 Dec 2025
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The other RAM companies already sold literally all of their silicon wafer volume to OpenAI. Micron is the one taking advantage of the situation. That's why they aren't going to sell to consumers, there's otherwise zero RAM supply, and they can make significantly more money manufacturing HBM memory, instead of DDR.
So yes, AI data centers made RAM price skyrocket by buying 2/3s of the global RAM supply, Micron reacted (not caused) by deciding to maximize the profit from their remaining 1/3 of the global supply, and no, the other companies will not make RAM more expensive because there literally is no more RAM to sell.
You have cause and effect reversed here. Micron didn't change their business model on a whim.
On one hand this is perfect opportunity for Chinese ram industry to grow. Not sure if there's anyone else in that market sector to benefit.
How long does it take to spin up a fab?
Probably around 5 years if I had to gander a guess.
Intel has had longer than that to get their Ohio ppant up and running and they have made fuck all progress.