If we end up with metric tons of unused HBM memory lying around, I'm sure that someone will design a general purpose computer using them, or design a HBM-to-DDR interface.
If you delay your iPhone upgrade because of RAM prices, you're not going to buy two at once because you were delayed. So push, forward, push forward, sure, but to a point.
RAM producers aren't adding more capacity on the non-HBM side of things, so we shouldn't see a dramatic drop in pricing if AI HBM memory demand drops.
If we end up with metric tons of unused HBM memory lying around, I'm sure that someone will design a general purpose computer using them, or design a HBM-to-DDR interface.
It won't. Demand is being pushed forward. That means that longer this situation take longer it will take for prices to recover to same levels.
If you delay your iPhone upgrade because of RAM prices, you're not going to buy two at once because you were delayed. So push, forward, push forward, sure, but to a point.
No manufacturer is increasing supply though. RAM, SSD, HDD - they just reallocated their existing supply to AI.
Your home systems can slot in HBM? Doubt that.
This is a simplistic view of why the prices are the way they are.