Gamers Nexus made a video recently where they were discussing a new Chinese company/manufacturer in the RAM game. It’s pretty early on, but looks promising.

For your second point/option: I agree something like this will happen first. But I don’t know if it will be a cancellation on all “fronts.” Microsoft’s CEO stated they HAVE the (DIM) RAM, but they DON’T have the GPU’s. So Nvidia is behind on manufacturing, but Micron, Samsung, and SK Hynix have actually got the stock, they’re just ONLY selling to corporations right now (or arbitrarily inflating prices for consumers to meet the inflated price they’re selling to corporations who already have more than they need, but refuse to stop buying).

Just another day in corporate America. Putting fake profits over employees’s well-beings, and customer safety and privacy.

The thing that gets me is they just want to get in on this $2Billion investment that keeps changing hands without changing hands. They really are just taking IOUs from… elsewhere? Because apparently, according to Jensen, that money hasn’t actually exchanged hands. Investors are just buying into the new Ponzi Scheme.