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Big three memory chip manufacturers policing customers to prevent hoarding — employee says industry relationships ‘matter in a crunch’
- The three major memory makers tightened orders and due diligence due to ongoing supply constraints.
- AI and hyperscalers are driving demand, keeping AI-related memory high while consumer memory remains tight.
- Smaller companies may be squeezed as memory suppliers prioritize larger, more lucrative contracts.
- Memory shortage now spans beyond PCs to other devices like smartphones and cars.
- Industry believes memory suppliers’ relationships influence market stability during crunches.
- The AI chip ecosystem, including Nvidia, is a key driver of high memory demand.
- Consumer electronics and devices are finding it harder to source memory due to the squeeze.
- Some Japanese shops are rationing GPUs to manage memory shortages.
- The shortage impacts the broader supply chain, including GPUs, SSDs, and servers.
- Industry insiders warn the memory pricing cycle may continue into 2026 and beyond.
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