Living in Korea where Samsung and SK Hynix are headquartered, the DRAM pricing situation is interesting from the supply side too. Both companies have been aggressively shifting capacity toward HBM for AI/datacenter use because the margins are 3-5x higher than commodity DDR5. The hobbyist SBC market is essentially collateral damage of the AI boom — manufacturers are rationally choosing to serve the more profitable customer.

Unfortunately I don't see this reversing until HBM demand plateaus or new fabs come online, which is 2-3 years out at minimum.