http://www.cea.fr/cea-tech/leti/Documents/événements/Prez workshop memory 2017/3.1.pdf
This is quite old document (mid 2017), however gives good overview on the memory market.
Going by slide 35, I’ve been hoping that it will either be 1. TSMC (dreams would come true if it is them), 2. Samsung (awesome if it is them), 3. Globalfoundraries (still excellent)
I like to be glass half full
Ann: Weebit Nano to partner on Neuromorphic ReRAM Project, page-99
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