Micron, Samsung and SK Hynix, the world’s top memory makers, all made headlines this week. Micron’s stock fell after it blew away earnings expectations and raised spending expectations, while Samsung expects to spend $73 billion this year. SK Group chairman Chey Tae-won said the shortage in chips will last until 2030 and Samsung leadership is working on multi-year deals with key customers.

    Micron CEO Sanjay Mehrotra ... and his team said key customers
    are only getting half to two-thirds of the memory they want.

    Samsung is now discussing three to five year memory contracts
    as AI demand soaks up supply. 

    SK Hynix said the global memory chip shortage could stretch
    toward the end of the decade.

     parts of the market are asking whether we’re already close to
     peak tightness and peak margins

The article makes no attempt to answer this last bit.