2027H2 is my expectation as well; 2027H2 could still be in December 31, 2027 tho, or CES 2028 altogether. I heard that like 5 new (memory) fabs are being built right now, maybe it could help to reduce the shortages by that time.
Thank you for sharing. It's very well written, and I really need this information.
kadashika (https://www.kadashika.jp/)