[seanmcdirmid]

Eventually new capacity will come online, and the money the DRAM companies are making are going to accelerate even ,ore new capacity. If you can get your new capacity going before your competitors, maybe you can avoid a bubble burst. If you don’t build new capacity, your competitors will, etc, etc…

[debugnik]

They're not building any new manufacturing capacity though. They assume this is a demand bubble and they don't want supply to exceed demand after it pops.

[seanmcdirmid]

multiple major DRAM factories are currently being built or planned, driven by AI demand and government incentives. Micron is constructing a massive $100 billion "megafab" complex in New York, with groundbreaking occurring in January 2026, and is building new facilities in Idaho. Other projects include expansion in Singapore and Japan.

Key DRAM Factory Construction Projects:

Micron Technology (USA): Building a $100 billion, 4-fab complex in Clay, New York (first production expected around 2030) and a new $15 billion, 2-fab project in Boise, Idaho.

Micron (Global): Investing in expanding capacity in Singapore and Taiwan.

Nanya Technology (Taiwan): Previously initiated a $10.69 billion DRAM facility in New Taipei, Taiwan.