HBM4 and HBM4E DRAM are NOT the DDR4/5 that consumer markets need. Capacity allocation is leaning more to data center grade HBMs so less to produce dedicated DDR4/5 DRAMs. Supply demand will further drive up the consumer DRAM price! Note, the article mentions NO of new fabs is being constructed (all semiconductor manufacturers know that constructing more fabs means the boom/burst cycle will eventually kill them, so no one create more fabs) Perhaps the federal government need to step in here - the market doesn't fit the issue.

Depends on what proportion of Samsung's output is current HBM4 and HBM4E DRAM.

Everything in their statement can be true and it be a bad thing for consumers of non-HBM RAM.

"HBM capacity to expand to 250,000 wafers a month"

So let's say their current HBM capacity is 100k wafers/month (pure speculation/random number for illustration), and their total RAM capacity (including HBM( is 300k wafers/month, then non-HBM capacity reduces from 200k to 50k.

Part of the implication is that factories that could be producing consumer-facing DRAM like DDR5 would be retooled to produce HBM instead, leading to even less total consumer RAM production.

Memory allocated for HBM is memory taken away from DDR production.

If Samsung is limited in the number of wafers they can process per month and they use more of those to produce HBM they necessarily have less of them left to make other products, like consumer DRAM.

Gamma squeezed by the AI business, that's why. The more you add the fuel, the further it will pump up.

Presumably DRAM production capacity gets reallocated to HBM, not sure.

Depends on how quickly they are sold.