A possible answer as to why this is happening. https://thememoryguy.com/some-clarity-on-2025s-ddr4-price-su...
Scroll down. The same trend is happening for DDR5 prices. It's AI demand.
Is he saying the supply of ddr4 went down because they’re switching to ddr5?
That's from June 2025. It's not relevant to current situation — prices have been rising since October 2025 due to agreements that became public in the same month.