What I heard on the ground floor from various system integrators, components manufacturers, and other companies, is memory supply has been tied up for all of 2026, and that shortages could last as long as until 2031.
Sure it’s scuttlebutt but wouldn’t surprise me as being true.
Samsung
SK Hynix
Micron
That’s why.
Developing DRAM manufacturing capability is insanely difficult and hugely expensive. Almost all the worlds DRAM comes from one of these three names and they’re already making their fortune selling to AI companies. They don’t care about how many penny’s people like you or me can scrape together.