These three companies control the world’s RAM supply. #Vergecast

Memory Market Dynamics - AI data centers are significantly increasing RAM demand, potentially leading to shortages for other users [1] - The RAM market is highly concentrated, with three companies controlling 93% of the global supply [2] - Micron, SK Hynix, and Samsung are the dominant RAM suppliers [3] Supply Chain and Production - RAM production relies on a limited supply of silicon wafers, creating competition among chip manufacturers [2] Strategic Shifts - One of the three major RAM suppliers (Micron, SK Hynix, and Samsung) is shifting focus from consumer business to enterprise and data centers [4] AI Infrastructure Investment - Samsung and SK Hynix may have allocated up to 40% of their total memory supply to a single OpenAI project for AI infrastructure development [4]