> Well, if all the doomers and gloomers were correct that this is the end of hardware at home, we'd see the price continue to increase, and suppliers trying to ramp up production, even if it'd take long time.

Ramping up production takes months and paying back the price to ramp up production takes years. Manufacturers have started investing in more production capacity but it'll take a while before supply can be sold off.

Based on interviews with industry professionals, I believe the forecast is that RAM prices will start going down again between August and the end of next year. Until then, prices will climb as stock depletes and RAM production is capped.

> Manufacturers have started investing in more production capacity

Where are you getting this from? Because that's not what I've seen, if anything the industry seems to lowering the production capacity, not increasing it.

And even if it takes years, if they thought it was a sustainable growth in demand, they'd at least be moving in that direction which again, doesn't seem to be happening.

> I believe the forecast is that RAM prices will start going down again between August and the end of next year. Until then, prices will climb as stock depletes and RAM production is capped.

You're already wrong with this today, prices stopped climbing already and have been stabilizing at the current prices... https://pcpartpicker.com/trends/price/memory/