Comment by cogman10

The thing is, even if the market bursts, prices are already inflated. RAM manufacturers know that everything 5xed and they aren't likely going to rush out and drop the price levels to pre-expansion. Once the AI market bursts, you can expect slow and methodical decreases in price (if any).

And that will ultimately buy China a lot of time to shove their ram into the market cutting ram manufacturers out of most non-US markets.

I think the major memory manufacturers are simply banking on their ability to flood the market if worst comes to worse. That or I could see some standards trickery around DDR6 (or some new BS standard). It'd not shock me if they coordinated with AMD/Intel to keep the standard secret as long as possible simply give themselves a lead in production.