TrendForce expects another 40% rise in Q3 as buyers downgrade specs to secure supply.

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[–] 9 points 4 months ago*

I believe at first AI companies bought the future supply for HBM, which caused ram scarcity since the same companies that make DDR5 are focusing on HBM. Currently a lot of the DDR5 future and current supply is going to Data centers, not leaving much for normal consumers.

https://www.tomshardware.com/pc-components/ram/data-centers-will-consume-70-percent-of-memory-chips-made-in-2026-supply-shortfall-will-cause-the-chip-shortage-to-spread-to-other-segments

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