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After Micron's greedy decision, SK Hynix could also exit consumer DRAM and NAND business
(www.notebookcheck.net)
this post was submitted on 12 Jan 2026
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No, they really are making more money by selling whole wafers rather than packaging and soldering onto DIMMs. The AI companies are throwing so much money at this that it's just much more profitable for the memory companies to sell directly to them.
I mean, you took the first sentence out and ignored the rest of what I said. My point was that yes that is a reason, but it's not the only reason. My point was they don't wanna sell to consumers because Elon Musk is just gonna pre-order their entire stock for the next two years.
Everything else that you said seems to fit the general thesis that they're making a lot more money selling to AI companies.
If those reasons were still true but the memory companies stood to not make as much money on those deals, I guarantee the memory manufacturers wouldn't have taken the deal. They only care about money, and the other reasons you list are just the mechanisms for making more money.