Jan. 1 at 12:44 AM
$CRSR Corsair's not making the actual DRAM chips themselves they're a brand and assembler, like Kingston or G.Skill. They buy the raw ICs mostly from Micron, Samsung, or SK Hynix, slap on their heatspreaders, validate the kits, and sell 'em. Corsair can't step up and add meaningful new supply in 2026. If the big three are allocation-capped and prices are skyrocketing, Corsair just gets whatever scraps their contracts allow, same as everyone else. They might try to lock in more volume early or push higher-margin Vengeance RGB stuff, but they're not bringing new wafers online. They're riding the same shortage wave as the rest of us.
