

…why would it need to be?
It doesn’t need to, but if it were that would be the only reason I’d say prices might drop anytime soon. A glut of used consumer-compatible parts would push prices down. That or maybe if the rising Chinese suppliers manage to ramp up and find a way to enter the western market.
The price is currently high and is rising because resources and manufacturing capacity are limited. Those who own the capacity have found that providing for a small number of companies that are flush with cash and will throw money around just to ensure their competitors don’t gain an advantage is far more lucrative than providing for consumers or businesses that integrate parts into consumer devices. The entire market segment is shifting away from consumer and focusing on datacenter hardware.
The longer this goes on, the further the major players will be from being able to pivot back to consumer products… and there are only major players in the memory and NAND industry. You can’t just form a new memory or NAND company and start manufacturing this stuff. It takes years and a lot of investment to build the facilities and the kind of capacity we’re used to.


I feel like you didn’t read what I wrote. If the bubble pops today, how long do you think it will take for prices to drop?