Unfortunately, memory production capacity changes vary slowly.
In spite of the drama, memory production hasn’t increased all that much, which is why there is such a RAM crisis. Maybe it will grow some before the bubble pops, but Micron, SK Hynix, and Samsung aren’t stupid:
They are getting companies to sign long term (5+ year) pricing contracts. In other words, they clearly know the bubble could pop. They are already hedging their bets, and they aren’t going to put themselves in the position of massive overexpansion.
Unfortunately, memory production capacity changes vary slowly.
In spite of the drama, memory production hasn’t increased all that much, which is why there is such a RAM crisis. Maybe it will grow some before the bubble pops, but Micron, SK Hynix, and Samsung aren’t stupid:
https://en.sedaily.com/finance/2026/10/01/microns-long-term-chip-deals-jump-63-percent-as-ai-memory
They are getting companies to sign long term (5+ year) pricing contracts. In other words, they clearly know the bubble could pop. They are already hedging their bets, and they aren’t going to put themselves in the position of massive overexpansion.