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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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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.