alt Hacker NewsThat assumes that supply production means can scale up instantly. Fabs for high end chips don't and usually take years from foundations being laid to First chip out of the production line.
In the interim, yeah, they will force prices up.
Additionally those fabs cost billions. Given the lead time I mentioned a lot of companies won't start building them right away since the risk of demand going away is high and the ROI in those cases might become unreachable
I think one of these fab compaies have already invested/talked about investing 700 BILLION dollars (I think it was micron? but I am not sure)
I have heard that in the fab making industry, things moves in cycles and this cycle has been repeated so many times and the reason that ram is so expensive was that at one time during covid there was shortage so they built more factories and they built so so many that these companies took a hit in stocks so they then went and closed and at just the bottom of their factory production levels, the AI bubble started to pop in and need their ram's and now they are once again increasing factory levels
And after the supply due to AI gets closed with the additional compute etc., I doubt it
I think that within 2-3 or maybe 4 years of timeframe ram will get cheaper imo.
The problem is, if someone can fill the market till that time.