Practically all DRAM production is sold out for next year, there isn't going to be any significant new supply into the consumer market in that timeframe. Also, when these massive piles of memory end up sitting in a warehouse because the bubble pops, this stock will never make it to the consumer market, because AI data centres use HBM, which is soldered directly to motherboards in such a way that it's impossible to turn it into modules again. Even if all the DRAM producers start selling to the consumer market jan 1st 2027, the pent up demand will still probably keep prices high.

All that to say, I don't think prices will crater.

Of course all of this might be moot if Shitler manages to start WW3 by attacking Greenland. If that happens RAM prices will be the least of everyone’s worries.

Which WW3? You really mean European militaries won't back out when threatened? Suppose Shitler kills a few Danish hikers in camouflage with professional pride. Nothing will happen, he'll just take it.

I swear. For a big war based on alliances and rules to happen you need principles and institutions of the military sort.

China is pushing hard to make their domestic brands the new standard world wide so they're not worried about whether the bubble pops or not. They want to drive prices down even if that means selling at a loss because they know that's what it's going to take to dislodge the entrenched players. For better or worse it's likely a winning strategy because the existing players are more concerned with maximizing their quarterly profits rather than meeting any kind of consumer demand or indeed even selling to consumers at all.

Why can't anyone go against the current and sell to individual customers only?