This will get reversed… as I called, the bigger story is: https://www.tweaktown.com/news/109259/samsung-shifts-focus-from-hbm-to-ddr5-modules-ddr5-ram-results-in-far-more-profits-than-hbm/index.html

ie. The ddr5 extortion pricing will not last, and it won’t actually filter down to lpddr/phones.

HBM AI cards will be getting too expensive relative to low demand growth, and it is fucking absurd for memory makers to get desperate for HBM sales, when supposedly they are the entire bottle neck, and can force whoever is stupid enough to chase scale right now instead of waiting for maturity of models and memory supply chain.

The datacenter customers cannot have their entire supply at contracted prices yet if they don’t even have powered building completion dates, and their financing is shaky even before the BS delivery and bankruptcy delays kick in. Even if they do have fixed price contracts for GPUs, they won’t be delivered until higher priced GPUs are sold, and if no one wants to buy them, then few will be made, and prices for regular memory will fall back down.