That is not how it works at all. RAM is a necessary part for every compute device, and there is no way to recover any part of selling at a loss once it’s acquired by the final owner. Thus, they will never be sold without a profit margin. This is very different from, for example, the video game consoles market. Once you have the console, you still need games, so, whatever loss the manufacturer is assuming has a chance of being filled by the customer “buying” (renting) games.
Having said that, the rest of your logic is sound. However, I don’t see prices dropping back to what they were before this AI bullshit even if the market is suddenly flooded by triple the offer vs demand. These corporations would certainly manufacture a fictional shortage somehow, makeing people rush-purchase ram for fear of the prices going too high again, and release all the production into the market to maintain the illusion of low offer.
That is not how it works at all. RAM is a necessary part for every compute device, and there is no way to recover any part of selling at a loss once it’s acquired by the final owner. Thus, they will never be sold without a profit margin. This is very different from, for example, the video game consoles market. Once you have the console, you still need games, so, whatever loss the manufacturer is assuming has a chance of being filled by the customer “buying” (renting) games.
Having said that, the rest of your logic is sound. However, I don’t see prices dropping back to what they were before this AI bullshit even if the market is suddenly flooded by triple the offer vs demand. These corporations would certainly manufacture a fictional shortage somehow, makeing people rush-purchase ram for fear of the prices going too high again, and release all the production into the market to maintain the illusion of low offer.