There were some. Read SemiAnalysis.

I picked up some Micron last year anticipating memory demand, but then the stock went down for a while. I waited, it went up and I took 25% profit as I figured they couldn't add any new capacity and would have sold all the capacity from their existing fabs on long term contracts. Then prices went crazy, sigh.

I'm not sure why prices have gone boom now rather than before given we're years into the LLM boom, but probably it's to do with capacity lockups expiring or something similar.