TSMC was because of the Chips Act and it’s not DRAM.

Lower inference costs will lead to more demand for RAM

RAM prices haven’t been normalised they are still rising.

No, you only need 4gb to run Win11.

The 32gb referred to gaming PC’s

Streaming only replaces storage, you actually need more RAM than running it from fixed memory.

Production is usually sold a year in advance. This includes orders from retail outlets.