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Comment by Dylan16807

1 hour ago

> You said:

That wasn't me.

Also they're talking about the short to medium term. On that time scale they're not wrong. The market is so far from fixing it right now, it's going in the opposite direction. The market is chasing HBM money which is outbidding everything else.

> The price of RAM will fall.

And if that might take 5+ years, that's not much comfort.

> higher prices leading to increased supply leading to lower prices

So far higher prices are causing barely any supply increases. (Note that the article we're commenting on is about a supply decrease.) Companies are barely trying to expand, and even if they do start trying hard it'll take a very long time.