

Why would anyone bother making consumer RAM for cheap when they can use that manufacturing capacity to make it for the AI datacenters instead, who pay a premium?
When the king orders 1000 cakes, the baker isn’t going to be making bread for the peasants.


Well, true. People, I.e private companies, can do all kinds of silly things like respect their workers, or think about the future, or prioritise a myriad of things that aren’t just short-term profits and investor pockets. For them, the term growth isn’t just about revenue and a graph on the stock market.
That doesn’t really work with a publicly traded company, especially when the people in charge get a bonus based on quarterly profits, even if the company makes decisions that destroy it in the future. Memory manufacturers know damn well this isn’t in any way a long term sustainable situation, but they are making the most (money) of it while they can.