Comment Re:Stop selling it to AI datacenters (Score 1) 57
Thanks for those excellent points. It is almost certainly as you say, that right now, manufacters simply can't keep up with demand for HBM from AI datacenters. And that means they have diverted their production away from consumer-level DRAM.
But that also is figured in their profit calculations. They decide what proportions of their manufacturing effort go to HDM and DRAM, in order to maximize profits. And right now, the big bucks are in HDR, so they take priority.
Relief is unlikely until 2028, when new fab plants are expected to come online. Or demand for HBM levels off. Or consumers are willing to accept higher prices for DRAM. I expect we'll see the third outcome for now.