Earlier quoted context omitted.
If demand doesn't fall down or current manufacturers supply go up, somebody (presumably in China) will spin up fabs. Apple wanted to use blacklisted Chinese RAM already.
spinning up fabs takes ages, micron has a US fab started bulding in 2023, its still not operational (projected to start mid-2027)
Chinese fabs might not be so tied with red tape and regulation upon regulation (which is a funny reversal, in terms of "communism vs capitalism" bureucracy/inefficiency cold war thinking)