No projections/information/analysis. The statement from someone with a vested interest in this demand lasting an extended period of time (including the statement that demand will continue past 2030).
I think whatever happens it will be their last big payday because some of the companies that can do have the money and the capability are going to make plans to move away. From the Cartel.
https://www.polygon.com/ram-manufacturers-sued-supply-price-...
Can't they count on each other doing the profitable thing? Especially when they PR it:
> Furthermore, focused investment in HBM is creating a virtuous cycle that improves profitability in the general-purpose memory market. As resources are diverted to HBM, the supply-demand balance for general DRAM is improving.
January 5, 2026 - SK hynix market outlook.
https://news.skhynix.com/en/2026-market-outlook-focus-on-the...
If demand is projected continue for a long time, this may encourage more competitors to enter this space, so supply will increase.
On the other hand if everyone thought that the demand will end soon, nobody would invest in more capacity and shortage would last longer.
I think this is just for short term shareholder profit.
Competitors are going to come online anyway because of the threat of chip embargoes against China that mean they are investing in production regardless of what the outside world is doing.
There are no competitors that can muster the capital to make decent RAM... other than China but China is under a heavy sanctions and tariffs regime, when Apple mentioned using Chinese RAM to ease pricing they were quickly shushed by above.
The current monopolists aren't building new capacity either or are simply pretending to do it. It's a planned monopoly market for reasons I can only speculate about.