I fear that, whenever consumer-facing supply finally starts to return, the opportunity cost will be priced in. Consumer RAM may end up being nearly as pricey as

I fear that, whenever consumer-facing supply finally starts to return, the opportunity cost will be priced in. Consumer RAM may end up being nearly as pricey as HBM for a while, and I don't see any reason why it would ever go back down on it's own, unless there are entirely new fab processes that don't meaningfully overlap HBM.