Supply Decrease

Supply Decrease: Because the contracts bought 70% of the supply, only 30% will hit the market, causing prices to increase. • Contract: Hyperscalers buy ram faster than factories can produce. Companies like Microsoft, Google, Meta, and Amazon signed long term contracts with the 3 ram producers (Samsung, SK Hynix, Micron) to buy 70% of the supply before its even produced.

AI rationale will populate once the scoring run completes. Trigger a fresh rescore from the catalyst page (Refresh ↻) and reload, or refresh this page after ~15s for a one-shot generation.