Micron exited the consumer DRAM market in December 2025, leaving Samsung and SK Hynix as the only two major suppliers. It is now rumored that SK Hynix may follow Micron's lead, stopping the production of consumer DRAM and NAND chips.
I mean, you took the first sentence out and ignored the rest of what I said. My point was that yes that is a reason, but it’s not the only reason. My point was they don’t wanna sell to consumers because Elon Musk is just gonna pre-order their entire stock for the next two years.
Everything else that you said seems to fit the general thesis that they’re making a lot more money selling to AI companies.
If those reasons were still true but the memory companies stood to not make as much money on those deals, I guarantee the memory manufacturers wouldn’t have taken the deal. They only care about money, and the other reasons you list are just the mechanisms for making more money.
I mean, you took the first sentence out and ignored the rest of what I said. My point was that yes that is a reason, but it’s not the only reason. My point was they don’t wanna sell to consumers because Elon Musk is just gonna pre-order their entire stock for the next two years.
Everything else that you said seems to fit the general thesis that they’re making a lot more money selling to AI companies.
If those reasons were still true but the memory companies stood to not make as much money on those deals, I guarantee the memory manufacturers wouldn’t have taken the deal. They only care about money, and the other reasons you list are just the mechanisms for making more money.