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Monday, September 21, 2026
Up to 70% of Memory Supply is Reserved for Just 16 Companies
Episode Title: "Up to 70% of Memory Supply is Reserved for Just 16 Companies"
Content: Sponsor: Thermal Grizzly Duronaut on Amazon - https://geni.us/tpgcPMw The cyclical nature of memory manufacturing may finally be broken -- and not in a good way for consumers. The memory manufacturers have all moved toward long-term agreements with longer terms and capacity than previously, with Micron, Samsung, and SK Hynix diverting a flood of memory away from consumers. At the same time, Amazon has publicly stated that more users than ever will consider its cloud services due to the rising costs of on-location hardware. But don't worry: By 2035, Micron will save us all. Watch our GPU pricing update: https://www.youtube.com/watch?v=vV4fow4JUMk Watch our DRAM Cartel documentary: https://www.youtube.com/watch?v=jVzeHTlWIDY Watch our Rise of Chinese Memory documentary: https://www.youtube.com/watch?v=qzfhhAfxK-A The best way to support our work is through our store: https://store.gamersnexus.net/ Like our content? Please consider becoming our Patron to support us: http://www.patreon.com/gamersnexus TIMESTAMPS 00:00 - RAM and SSD Prices Skyrocketing 03:02 - Affecting ALL Consumer Electronics 06:06 - Long-Term Agreements 10:18 - Manufacturers Suppressing Cyclical Pricing 11:27 - Cloud and Data Centers Driving Shortage 13:56 - Projected Demand by Application 15:11 - Price Update: SSDs and RAM 16:36 - Price Update: Hard Drives 16:55 - Price Update: Spot Price History 18:30 - Rise of Chinese Manufacturers and US Opposition 21:27 - Micron Will Save Us... in 2035 26:21 - TrendForce 2027 Supply Forecast 27:20 - Conclusion ** Please like, comment, and subscribe for more! ** Links to Amazon and Newegg are typically monetized on our channel (affiliate links) and may return a commission of sales to us from the retailer. This is unrelated to the product manufacturer. Any advertisements or sponsorships are disclosed within the video ("this video is brought to you by") and above the fold in the description. We do not ever produce paid content or "sponsored content" (meaning that the content is our idea and is not funded externally aside from whatever ad placement is in the beginning) and we do not ever charge manufacturers for coverage. Follow us in these locations for more gaming and hardware updates: t: http://www.twitter.com/gamersnexus f: http://www.facebook.com/gamersnexus w: http://www.gamersnexus.net/ Our policies, processes, and ethics statements relating to review samples, advertising, travel, errors, and more are transparently and publicly available on this page: https://gamers.nexus/ethics-statements Steve Burke: Host, Writing Vitalii Makhnovets: Editing Tim Phetdara: Editing Tannen Williams: Writing
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