It is allvsmoke and mirrors - the memory makes know better than anyone this money burning party will end sooner or later, so they will milk it as hard as they can. They will also invest zero money to capacity that would sit idle once the "AI craze of 2020s" is finally over.

If its all going to be new silicon, I hope they'll focus on CAMM2 - both memory and motherboard makers.

So minimum of 1.5 years drought to go :(