The Big Three memory makers are publicly saying they expect the AI bubble to pop - or at least fizzle - by 2028, which is why they're slow-walking expansion plans in the face of unprecedented demand.

https://wccftech.com/memory-suppliers-are-actually-wor...

That does mean that if you need memory now you're kind of screwed.

It also means that Taiwan's Nanya and China's CXMT, the fourth and fifth largest memory manufacturers, are making hay while the sun shines.