I have huge hopes fox CXMT entering the market and at least offsetting this nightmare. Just this week i've paid ~$1k USD for 2x32G DDR5 ECC, insane.

The greed and shortsightedness from both the memory makers and their big customers trying to lock out competitors from memory purchases is palpable. The first act of a Shakespearean or Greek Tragedy is where the characters take the actions that lock in the circumstances that precede their downfall. And this sets up everything for the next act where CXMT has everything it needs to establish itself on the market with buyers that would perhaps would not have considered it in other circumstances.

Everyone, and I mean everyone, is gated by ASML machines. They can't make nearly enough EUV machines to satisfy the demand. ASML has also not scaled their production nearly as much because they're quite far away from the AGI-pilled companies in the supply chain.

They don't have the infrastructure to meet global demand.