While I do think the underlying pushes to per-wafer density will no doubt lead to cheaper memory prices per capacity, unfortunately I believe the vast majority of the over production in the near term won’t be useful for the consumer market since it’s all going into HBM right now and not modular sticks like the typical DDR SDRAMs.
AI is going to crash, memory is going to over produce, and it will be $20 for 4TB
While I do think the underlying pushes to per-wafer density will no doubt lead to cheaper memory prices per capacity, unfortunately I believe the vast majority of the over production in the near term won’t be useful for the consumer market since it’s all going into HBM right now and not modular sticks like the typical DDR SDRAMs.