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I've seen this hypothesis and it's possible, but Micron has an Indian CEO who is probably just trying to maximise short term profit and revenue to pump his stock options, with no concern to the companies future viability. There are Chinese RAM manufacturers who are on the US export control list that will probably now have a market in the ROW due to the Korean RAM prices increasing so much

It's only Micron, Samsung and Hygnix, with many just rebranding factory Micron with custome heatsinks (consumer facing) The problem is consumer supply, as datacenters will and are buying up most of the stock leaving higher prices for end consumers. Either it pops and we get dirty cheap hardware by 2030 or we'll be signing up to cloud compute for $15 a month