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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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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.