You've answered the question! They're redirecting those chips to industrial use which makes desktop products more expensive and less available. Samsung is also extending DDR4 production, for example.
I thought you were listing a switch in production that would relieve the shortages after we wait a few months. Switching away from desktop memory makes the shortages worse. So why do you expect there to be a glut in 6 months?
If you meant glut of memory suitable for datacenter GPUs, I don't expect that nearly so soon. That market can absorb extra chips pretty easily unless we see a really harsh pop really soon.
I thought you were listing a switch in production that would relieve the shortages after we wait a few months. Switching away from desktop memory makes the shortages worse. So why do you expect there to be a glut in 6 months?
If you meant glut of memory suitable for datacenter GPUs, I don't expect that nearly so soon. That market can absorb extra chips pretty easily unless we see a really harsh pop really soon.