Yes, but if new capacity is also redirected to be able to be sold as enterprise memory, we won't see better supply for consumer memory. As long as margins are better and demand is higher for enterprise memory, the average consumer is screwed.
I mean, the only difference we care about is how much of it is actual RAM vs HBM (to be used on GPUs) and how much it costs. We want it to be cheap. So yes, there's a difference if we're competing with enterprise customers for supply.
I don't really understand why every little thing needs to be spelled out. It doesn't matter. We're not getting the RAM at an affordable price anymore.
Does it matter that AI hardware has such a shorter shelf life/faster upgrade cycle? Meaning we may see the ram chips resold/thrown back into the used market quicker than before?