I heard that China was spinning up DDR5 (but not HBM?) production in the next couple of years, with the hope of outcompeting Korea and Taiwan in the mid to long term.
In two to four years, the Chinese will have at least half the memory market worldwide, and once in, they will continue forward and not look back.
I also believe there would be one or two tech companies that will get into memory by taking it in-house to make sure that they won’t have this problem again in the future.
