The irony of China actually making the market work as intended will never fail to amuse me.

Mmnnng, man this is a gamble. Most of the chinese chip companies really aren't established yet, and if they're heavily investing into ddr5 and storage production they're going to leave themselves seriously vulnerable to getting the rug pulled if the AI bubble pops soon. With the somewhat tenuous economic situation in china right now, and how important these companies are to growing the chinese economy... eek. White knuckle time at the ministry of commerce.