Next year, HBM memory will once again squeeze the consumer DRAM market,

because Nvidia must continue to grow. For all AI companies, Nvidia's performance cannot have any issues whatsoever, and even the US government will not allow it.
However, Micron almost cannot import CXMT's DRAM. Only Samsung and SK Hynix can bypass the restrictions, because domestic expansion is fast, DRAM production capacity increases quickly. What will likely happen next year is that Samsung and SK Hynix will buy CXMT's DRAM at high prices, bring it back to Korea to make HBM4e, and then supply it to Nvidia.
However, there will definitely be many additional backdoor deals in between for this to succeed.
As long as Nvidia's performance can double, it will be difficult for memory prices to come down. If all of this happens tomorrow, then Samsung and SK Hynix's HBM4e market share will greatly expand, far surpassing Micron.