this post was submitted on 20 May 2026
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I don't think that they have much to do with the shortage one way or another. The companies described in the article aren't AI companies or even memory chip manufacturers (I wouldn't have called them "RAM makers", personally). They're companies that buy memory chips and assemble them into things like DIMMs.
EDIT: The mentioned seven companies all appear to be Taiwanese, but the American PNY is a company that also operates in this space that I could name off-the-cuff.
That may be, however they are still part of a chain that has committed to providing a product to companies that technically don't have any money to pay for said product instead of people that they chose to ignore by astronomically inflating prices so that it will all be available for AI and chose to wait for an imaginary "big" payout that probably won't ever come and since almost nobody is buying anything with said DIMMs there is no steady influx of capital and the debt is growing so yeah i'll still say you reap what you sow.