This is more than simply having demand high enough that RAM flies off shelves faster than it can be produced, where a future lull in demand and/or increase in production resolves or even over-corrects for the problem. The AI craze has caused several companies (most notably Crucial) to abandon consumer RAM entirely. At minimum, I think we can expect it to take several years before RAM prices fall back out of the clouds, let alone come anywhere close to what they were before.
I'm not sure what to believe. If the AI craze is what people here say it is, then RAM producers should be eagerly planning new fabs to spin up (you know, economics 101 increasing supply to meet demand). If RAM producers aren't planning on capacity increases, then maybe the AI craze isn't that real. If RAM is a boom/bust industry, then shouldn't we be anticipating a bust in the next few years? Or is the industry not as cyclical as people make it out to be?
