I don't really understand this dooming. All market forecasters, memory bulk purchasers and the memory producers themselves have stated multiple times, unequivocally that the shortage will get worse in 2027 and then as new fabs come online the shortage will taper off as 2028 progresses.

We've been through.. 4? 5? memory boom-bust-boom cycles already. Nothing is pointing to this one being any different, aside it probably becoming the mother of all busts since AI isn't adding much productivity and as businesses realize this, they'll stop paying top dollar for access meaning AI vendors cancel all their reserved fab capacity.

The fabs already exist at that point so it's less of a loss for the memory fabs to crank out memory chips and have the RAM OEMs sell them at bargain bin prices. No pseudo-cartel pricing possible either with CMXT becoming a major player. $50 for 32GB-64GB of DDR5 in 2029 here we come babyy

https://qz.com/sk-hynix-ceo-memory-shortage-2027-warning-071...

> AI isn't adding much productivity

Would love to know where this comes from. I am not sure about that. Could you point to data/anecdata?