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.
AI companies have basically pre-ordered a fuck ton of components that have not been manufactured yet to be put into computers that haven’t even been made yet for datacenters that are not even built yet all on an electrical grid that hasn’t caught up.
Beautiful. The very definition of a bubble.