The demand for memory is going to result in more factories and production. As long as demand is high, there's still money to be made in going wide to the consumer market with thinner margins.

What I predict is that we won't advance in memory technology on the consumer side as quickly. For instance, a huge number of basic consumer use cases would be totally fine on DDR3 for the next decade. Older equipment can produce this; so it has value, and we may see platforms come out with newer designs on older fabs.

Chiplets are a huge sign of growth in that direction - you end up with multiple components fabbed on different processes coming together inside one processor. That lets older equipment still have a long life and gives the final SoC assembler the ability to select from a wide range of components.

https://www.openchipletatlas.org/