China had never mattered in the RAM conversation. Until the crisis arrived

The European tech landscape is witnessing significant shifts, particularly in the memory component sector. A burgeoning demand for AI infrastructure is diverting crucial production away from consumer electronics, leading to widespread shortages and price increases for RAM. This dynamic is reshaping the supply chain and prompting strategic re-evaluations by major players. The core of this disruption lies in the unprecedented investment in data centers and AI-driven hardware. Top memory manufacturers, including Samsung, SK Hynix, and Micron, are reallocating their production capacity almost exclusively to chips required for AI applications and high-performance GPUs. This strategic pivot has even led to companies like Micron exiting the consumer RAM market to fully commit to AI-related manufacturing, impacting the availability of standard PC memory. This scarcity directly affects consumer electronics manufacturers and ultimately end-users, with potential for further price escalations in SSDs also looming. Reports indicate that major PC manufacturers are considering sourcing RAM from Chinese producers like CXMT to bridge the supply gap. This situation could potentially elevate the position of Chinese memory manufacturers in the global market, a notable development given their previously minor role in RAM production discussions.