The big 3 are the only ones capable of bringing forth a glut, IMO. Of the Chinese challengers, CXMT is the frontrunner, there's also JHICC and others, but I don't think any of them will have sizable volumes in the next 2 years, despite extremely favorable market conditions. This is not a dig against them; they (and their domestic vendors) will need time and experience to get the yields up, and will undoubtedly eventually dominate the consumer market in about 5 years, according to my outsider crystal ball.
CXMT is a tiny supplier, it will take years before they significantly expand the market. They're pretty much in the same boat as Samsung and SK Hynix, they just have less of an incentive to actively curtail supply.
For some definitions of tiny. Their current monthly wafer production is about 1/2 that of Samsung, SK Hynix, or Micron. They're rapidly expanding, but so are the others, so they're unlikely to catch up anytime soon, but that alone doesn't make them tiny. Maybe tiny in the HBM space or even DDR5, given their trailing process nodes.
It's so unfortunate that Gitlab is a complete mess, that GitHub has no real competition now. I can only think that few months to a year from now there will be _something_ that works on an enterprise scale.
Have you forgotten about Azure Dev Ops aka Visual Studio Team System aka Team Foundation Server*?
Yes, it's still Microsoft, but they've forgotten about it, so it runs entirely adequately and is actually a surprisingly okay github replacement. It does nothing special, but it does do everything, just in a way you often would rather it wouldn't. It doesn't have the flexibility of JIRA for the ticketing, and the deployment machinery doesn't have the fanciness ( and vendor threat ) of chaining github actions, but it does handle both.
I haven't used gitlab, so I'm curious to hear what makes it a "complete mess" too.
* Microsoft's headless chicken naming strategy in full force, it's a miracle they haven't yet renamed and rebranded it to align with copilot yet.
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