> And those companies all realized they can make billions more dollars making RAM just for AI datacenter products, and neglect the rest of the market.

> So they're shutting down their consumer memory lines, and devoting all production to AI.

Okay this was the missing piece for me. I was wondering why AI demand, which should be mostly HBM, would have such an impact on DDR prices, which I’m quite sure are produced on separate lines. I’d appreciate a citation so I could read more.