Predictions & opinions are free to give and no penalty if its wrong so some predict high, some predict low. Whats the logic on the shortterm prediction, was it just to make people feel ease a bit or else nobody will buy and they suffer? Nuances to that claim, supply will be ok but for whom? We know AI demand is outstripping current capacity so perhaps what he means is with the effort to reorientate consumer capacity to AI datacentric that demand will soon be met but for consumers it will still take longer to normalise.
Brands like Micron didnt take a huge decision to pull out of consumer market for just 1-2 years of AI profits, they would have seen demand will continue for many years to come and it was worth sacrificing the Crucial branding on the AI altar.