Comment by nr378

Regardless of AI demand: as it currently stands, it seems that DDR5 prices will drop substantially in ~24 months as additional wafer capacity comes online between SK Hynix's fabs M15X and Yongin Fab 1, Samsung's fabs Pyeongtaek P4 and P5 Fab 1, and Micron's fabs Boise ID1 and Tongluo (+ whatever CXMT do as well), and HBM production hits HBM packaging bottlenecks (HBM wafer capacity exceeds HBM packaging capacity) which means the wafer capacity will start getting dumped into DDR5 instead (unless the HBM packaging bottleneck is solved in the next 24 months).