Indeed. There's a reason the US government has historically stopped air traffic / railroad / longshore strikes: cascading effects.

If memory is now upstream of so many companies, then maybe a higher regulatory involvement would be appropriate (like power companies).

Specifically, and it could fix all of this, capping the max % of their supply they're allowed to sell into the AI space.

I hear what you're saying but memory ultimately is not infrastructure, it's a commodity that's shipped over infrastructure.

The arguments for infrastructure being managed more tightly by the government is because it's a natural monopoly that everything depends on. Memory isn't a natural monopoly, if we found ourselves in a spot where we all depend on 3 companies then that's not a law of nature, we need more companies.