RAM Shortage

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Background

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OpenAI is the pioneer of the Artificial Intelligence boom in the entire world.

Samsung, Micron, and SK Hynix are the main RAM producers for consumers and corporations.

[Incident]

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On October 1st 2025, OpenAI signed deals with major memory manufacturers to secure 40% of global RAM production. As of February 2026, RAM prices have tripled compared to October 2025. By late 2026, 70% of all RAM usage is expected to come from AI data centers. [1]

Corporate response

• Micron has exited the consumer RAM market to focus resources toward manufacturing RAM to supply AI data centers.

Main article: Exit of Crucial from consumer business

• Samsung has promised to continue selling SSDs
• Samsung and Hk Hynix have increased RAM prices due to slowed production and less competition from Micron
  

Consumer response

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Consumers have responded to the situation by:

• Highlighting the potential fuffilment of Jeff Bezos' desire for consumers to rent computing power from the cloud. [3]
• Making several YouTube videos stating how this will impact the future of home computing. [4] [5]
  

References

[1] Medium

[2] Micron Investors

[3] Windows Central

[4] RAM prices are Worse Than You Think

[5]WTF Just Happened? | The Corrupt Memory Industry & Micron

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