

OpenAI abruptly bought 40% of global supply, and announced it.
Other companies found out about it when OpenAI announced and thought holy shit, if we hadn’t heard of this massive deal, what else haven’t we heard of?!, and so they started panic buying.
On top of that, because of US tariffs and trade restrictions, the Chinese “B-tier” memory companies, who usually buy old machines from the big 3 (SK-Hynix, Samsung, Micron) and sell this lower spec RAM at lower margins, didn’t buy up these machines as much as they usually do. They weren’t sure they’d be able to make a profit given their lower margins, should tariffs suddenly change again or other restrictions get put in place.

I don’t really think it’s the same.
Micron just became like Samsung. Samsung also doesn’t have a consumer DIY market brand. Companies like Kingston or G.Skill can still buy Samsung/SK-Hynix/Micron’s RAM, there’s been no actual reduction in supply.
If Intel did the same as Micron did, it’d be more like third parties could sell the consumer stuff under their own names (say, the Corsair 5 XYZ), and Intel only sold Xeons directly.
The anger for the RAM shortage should squarely be on OpenAI - they’re the ones who bought 40% of the world’s RAM supply (and not even from Micron, mind you, just Samsung and SK-Hynix) and kicked off panic buying. Maybe throw Nvidia in there for handing them the money to do it.
I don’t like the killing of Crucial, fuck Micron for that, but OpenAI is who triggered the RAM shortage, and Micron is actually the least to blame of the big 3 RAM manufacturers for the issues we’re having.