Okay, alright, what's the deal with RAM?
And what, on God's green earth, is the RAMpocalypse?
Yesterday, December 3rd, Micron released a statement saying that they are pulling out their Crucial brand of RAM modules from the general PC market, to the shock of absolutely everybody. For 30 years, Micron has been producing RAM sticks for consumers, companies, and the like, and now, they are pulling out in favor of providing hardware to exclusively AI data centers and cloud markets. Depending on the type of person you are, you might be asking: "well, what's the problem with that?"
Well, Micron has 33% market share, as of Q3 of 2025, aka: from July to September of 2025, they held 33% of the market selling RAM sticks for computers, chips for laptop motherboard and console manufacturers, and had a revenue growth of 46%. This is great news for a business, especially one specializing in manufacturing computer components, until you start looking at some numbers.
As of the last five days, meaning before the announcement, their stock was rising. Upon the announcement yesterday, stock plummeted from $236.49 per share... to $229.30. A decrease of 3% in an instant. It promptly went back up to ~$235, however, it has been on a decline since, and is now down to $226.65, and has been around that range for the entire day today. This is a bad look for them, and I'm sure they're on full damage control.
So, let's break this down.
Why is RAM important?
RAM stands for Random Access Memory, and is used for short-term storage. Your computer, your phone, anything that could be considered a "digital computer" uses RAM. It holds variables, information, and all sorts of things for a very short amount of time, and is used primarily by the CPU. It's much faster than your storage, even if you have an SSD, so the CPU uses that for short calculations.
Say, for example, you have two variables, variable A and variable B, and you want to add them together. The CPU assigns variable A a number, then variable B a number, and then adds them together, and gives it back to you. Without RAM, after the CPU assigns variable A a number, and goes to give variable B a number, it goes back to variable A to add it to variable B, and promptly realizes that variable A is gone, and proceeds to have a panic, and finally crash, resulting in you not getting the sum of A and B.
Not having RAM is very bad. So manufacturers create RAM chips that serve that purpose, with the intentions being speed, and size. The bigger and faster, the better.
Because an option has disappeared for consumers, especially a huge option like Micron's Crucial brand, this means that there's a gap in the market, which is immediately filled by existing competitors, who usually charge more to keep up with the demand, as supply dies out for Micron.
Why would Micron pull out?
That is the million dollar question; and the answer is what everybody and their dog with a phone and modern knowledge would guess: AI. AI takes a lot of resources, especially RAM, and by catering to AI data centers, they can charge whatever they like for the modules, as they make very strong High Throughput Modules, which is needed for AI and machine learning models to decipher and "remember" conversations with users.
Now, by focusing purely on AI, it's easier work for them, for sure, but they lose a majority of their customer base. And no customers means no revenue. And no revenue means no profit. And no profit means no money. And no money means no Taco Tuesdays.
For us, a cute lil' rinky dink repair shop? This doesn't change much -- we work with parts for phones, tablets, consoles, lap- oooooooh. Because RAM modules are so expensive now, because of what we deem the "RAMpocalypse", this means sourcing parts is much more difficult. But we're more than willing to try anyway!









