> Soo ... how sure are we that the memory makers themselves are not going to be the ones holding the bag?

I hope they do, they did not have to agree to sell so much RAM to one customer. They’ve been caught colluding and price fixing more than once, I hope they take it in the shorts and new competitors arise or they go bankrupt and new management takes over the existing plants.

Don’t put all your eggs in the one basket is how the old saying goes.