Across the global volume of 185 million to 220 million laptops per year, where manufacturers were putting in 16GB RAM for the past decade (or longer), we really need 128GB to run local inference for the AI-centric world of the future, so that is an additional 112 GB per laptop - this creates an annual shortfall of 20.72 to 24.64 billion gigabytes (20.72 to 24.64 Exabytes) of DRAM. Just for laptops alone, ignoring the desktop or server or cloud or other markets.

Manufacturing supply is going to take 5 years to catch up. Buy memory stocks (MU/SKHynix) - they will be multiple of their current prices in 5 years.