for me RAM is a perfected technology, new buses will come, more speed, but it will fundamentally be the same manufacturing process, same materials. The prospect is that LLMs will keep getting larger, more RAM will be required, and the prices will keep getting higher, or along the curve, while the demand will keep up with it because everything has RAM in it. Do you see a point in the future where the industry forks out of this, and there’s an alternative where the end user is not affected as much from the demand of this resource?
And why would any of these players invest $100b to lower their product’s prices at the risk of overproducing
Might want to ask yourself why Chinese companies did this with stuff like solar panels and EVs, and the answer to your question will come to you.