The best part is when it crashes, all the hardware will be available very quickly. A lot of the shortage are caused by future orders that are not delivered yet.
Bad news is, most consumers would just rush to buy them before the price drop and the manufacturers will realize they can get away with higher price and not lower them.
As I understand it, unfortunately most of the memory that has already started manufacturing or been sold will not be usable, since it is specifically packaged HBM for AI servers/systems.
So once the crash happens, that is presumably the beginning of a longer re-supply ramp-up.
The best part is when it crashes, all the hardware will be available very quickly. A lot of the shortage are caused by future orders that are not delivered yet.
Bad news is, most consumers would just rush to buy them before the price drop and the manufacturers will realize they can get away with higher price and not lower them.
As I understand it, unfortunately most of the memory that has already started manufacturing or been sold will not be usable, since it is specifically packaged HBM for AI servers/systems.
So once the crash happens, that is presumably the beginning of a longer re-supply ramp-up.