[namibj]

The AI boom is worse for DRAM fab planning than the crypto boom was for GPUs. It's way way way bigger, somehow has huge money behind it, and DRAM fabs are investments with usually no less than 5 years latency from starting to build any particular one until the first memory sticks show up on a best buy shelf, while planning for the factory to produce continuously for 20+ years in normal times to turn profit if one calculates in lending rates/interest.

They are not curtailing themselves in a market as lucrative as the current one; they probably boost their marginal work planning impacts to productivity via predictive maintenance like actions to err on the side of more productivity due to the immense profit each Gigabit they can deliver this year makes them. Literally like over half of what a consumer pays today at best buy could be expected to be just profit of the factory based off of the non-artificial supply limits and the huge AI demand pushing out all but the wealthiest home-PC demand...

[donkeybeer]

There have been multiple RAM price fixing scandals in the past so my default position is strong skepticism in this matter. I am sure they have various "explanations" but I will wait before believing them.