this post was submitted on 24 Jun 2026
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Memory OEMs only offer those contracts to megacorps, primarily data center providers. Even the massive consumer giants like Dell and Lenovo are second tier and only get the leftover contract deals from the first tier which they often mix with spot price purchases. Everyone else has to buy at their spot price.
It's why Micron shut down Crucial and Samsung isn't even providing to its own consumer division. They saw the AI moneybags and ran as fast as they could.
Which leaves SK Hynix as the only OEM which is the the RAM used in the Steam Machine.
What they could have done was stash stock as much as possible before the big panic buy happened but I'm guessing they didn't react in time.
China's production also won't catch up for at least another year to make a dent in the massive lack of supply (and therefore the price), otherwise they could have followed Corsair and gone with CXMT.