Has work begun on increasing RAM production capacity? My understanding is that these companies are specifically _not_ increasing capacity yet while they wait to see if the bubble bursts or not.
Significantly increasing supply is also a huge multi year investment into a new fab that'd likely not pay out when the artificial demand breaks down.
so, are there huge multi-year investments?
There already was scaling back for dram and and production post COVID, where I believe nand was being sold close to cost because of oversupply