That or China starts to limit the rare earths they use and BAM, they could end into a worse situation than expecting.This is the important point for us.
"which means that for the average consumer, the DRAM shortages could persist for quite some time now, or at least until the AI demand starts to fade away."
The fab expansion will first satisfy the AI companies, (itself a long time), and only then relieve the consumer market. We ---- don't ---- matter.
