Comment by Chyzwar

1. But it might last for at least few more years, see Nvidia 1 trillion backlog.

2. Semiconductor manufacturing is the most complex industrial process in the world. You need billions of capex and decades of experience. Even existing semi players like intel cannot switch production to memory.

China CXMT is gaing traction in DDR market. New fabs from all players wil come online in the next two years.