I’m well aware, but everybody knows the HBM demand will dry up eventually and that eventually the consumer market will be worth trying to profit from again.

They just want to manipulate the consumer market to maximize margins. If they can get memory prices to stay at 200-300% for a while, they can up the prices they charge and raise margins to stratospheric heights not before seen on the consumer market. All manufacturers jump on stuff like this when they can get away with it.

Memory manufacturers still order from micron directly for their own branded chips. Those margins will increase for all parties. Ai data center demand is like Christmas for the entire industry. No pricing is transparent and every vendor is profiteering.