> A lot of existing manufacturers are switching from DDR5 Nobody is "switching" old process node fabs to new processes, they just aren't building new fabs for

> A lot of existing manufacturers are switching from DDR5 Nobody is "switching" old process node fabs to new processes, they just aren't building new fabs for old processes. AI and high density tasks will use memory fabricated with newer processes, freeing the old supply for more elastic, price-sensitive tasks. The vast majority of memory that has price impacts for most consumers isn't in personal computers, it's in embedded applications that were also impacted by the overall squeeze.