> That will mean firms shift some production back to more profitable "consumer" RAM. Increased supply will lead to lower prices.
Long-term, sure. But the article we are discussing is about next year, non-HBM supply going from 60% of their output to 20% (HBM 40%→80%).
> Long-term, sure.
Yes. Non-HBM Samsung supply going from 60% to 20% will cause prices to increase, which will cause increased production of non-HBM, and then prices will fall (below where they currently are).