So lets see if they might "save us"

2028 is another story depending on whether this frenzy continues / fabs being built (don’t know whether they are as hard as cpu)

I highly recommend disabling javascript in your browser.

Yes, it makes many sites "look funny", or maybe you have to scroll past a bunch of screen sized "faceplant" "twitverse" and "instamonetize" icons, but, there are far fewer ads (like none).

And of course some sites won't work at all. That's OK too, I just don't read them. If it's a news article, its almost always available on another site that doesn't require javascript.

E.g. IDEs could continue to demand lots of CPU/RAM, and cloud providers are able to deliver that cheaper than a mostly idle desktop.

If that happens, more and more of its functionality will come to rely on having low datacenter latencies, making use on desktops less viable.

Who will realistically be optimising build times for usecases that don't have sub-ms access to build caches, and when those build caches are available, what will stop the median program from having even larger dependency graphs.

A dad comes home and tells his kid, “Hey, vodka’s more expensive now.” “So you’re gonna drink less?” “Nope. You’re gonna eat less.”

The bigger the company = longer the contract.

However it will eventually catch up even to Apple.

It is not prices alone due to demand but the manufacturing redirection from something like lpddr in iphones to hbm and what have you for servers and gpu

SoCs with on-die memory (which is, these days, exclusively SRAM, since I don't think IBM's eDRAM process for mixing DRAM with logic is still in production) will not be effected. SiPs with on-package DRAM, including Apple's A and M series SiPs and Qualcomm's Snapdragon, will be effected -- they use the same DRAM dice as everyone else.

Note that the memory is on the board for Ryzen AI Max, not on the package (as it is for Intel’s Lunar Lake and Apple’s M-series processors) or on die (which would be SRAM). As noted in another comment, whether the memory is on the board, on a module, or on the processor package, they are all still coming from the same extremely constrained three memory die suppliers, so costs are going up for all of them.

If demand exceeds supply, either prices rise or supply falls, causing shortages. Directly controlling sellers (prices) or buyers (rationing) results in black markets unless enforcement has enough strength and integrity. The required strength and integrity seems to scale exponentially with the value of the good, so it's typically effectively impossible to prevent out-of-spec behavior for anything not cheap.

If everyone wants chips, semiconductor manufacturing supply should be increased. Governments should subsidize domestic semiconductor industries and the conditions for them to thrive (education, etc.) to meet both goals of domestic and economic security, and do it in a way that works.

The alternative is decreasing demand. Governments could hold bounty and incentive programs for building electronics that last a long time or are repairable or recyclable, but it's entirely possible the market will eventually do that.

Also, even if no Micron RAM ever ended up in consumer hands, it would still reduce prices for consumers by increasing the supply to other segments of the market.