tl;dr; This is existing production being redirected to HBM. Which means consumer market is going to get a lot worse.

And the worst thing is that is the best possible strategy for them. It's essentially win-win for everyone but consumers.

- Buyer (AI) has crazy money, so will pay whatever

- Seller doesn't have to build anything new, as the buyer is willing to pay whatever

- Generate ridiculous profits from crazy money

- No oversupply risk in case of reversal

- Return from producing HBM to DDR5 in a single quarter if reversal does happen.

Hold on to your existing hardware, people, and be on lookout for your local deals.