Whatever they do will take 2 to 4 years and I think they will do something to permanently solve their memory problem and I think it will be no different than solving their processor problem (Intel) or their long-term modem problem (Qualcomm).
Let Google spend $185 billion, and Microsoft spend $140 billion thru the end of this year on AI model building and AI hardware.
they could seriously do something about it instead of waiting.