The AI-fuelled memory supply crisis has been difficult to escape—after all, even those literally living under a rock still need RAM for the glowing RGB rig they're keeping under there.
But it's important to note AI datacentres aren't gobbling up consumer-grade kit specifically. Some sources suggest major players have bought up close to 40% of wafer production (i.e., not fully-finished chips). Others are specifically buying up High Bandwidth Memory (HBM), which is specifically built for the demands of an AI datacentre—and Samsung may soon be raking it in thanks to its "industry-first commercial HBM4."
