[barnas2]

They aren't overproducing consumer modules, they're actively cutting production of those. They're producing datacenter/AI specific form factors that won't be compatible with consumer hardware.

[baq]

somebody will step up to pick up the free money if this continues.

[sidibe]

A lot of ram and disk companies have played this game before and gotten burned so they are more conservative than you'd expect. The problem in the past is shortages cause the customers to invest in efficiency or new tech pops up, it's really hard to predict whether to jump in because of the time it takes to get production going

if it gets really bad though the superscalers will guarantee them enough business years out to make the investment worth it