He's not wrong, it will take 3 to 5 years for anyone else to create competition. So he's looking at milking the shortage for all it's worth.

Of course, that assumes there aren't major bankruptcies across the data center space, causing a lot of those contracts to be void. Like if a certain bubble were to burst over the next 12 to 18 months.

Watch Apple and their plan to use Chinese ram. It will be the real game changer.

Part of me wonders if this is the death of the personal computer, and weather or not it is planned.