[toast0]

RAM manufacturers don't increase production as fast as possible, because they've been through enough boom and bust.

Rapid increase in capacity leads to oversupply which leads to negative margins. They've been there before, and they don't want to go there again.

RAM manufacturers do routinely setup new fabs and decommision old fabs. Maybe they're trying to hurry up new fab construction in times like these, and they would likely defer shutting down old fabs or restart them where possible. But they're less likely to build new fabs that weren't already part of their long term plans.

[zozbot234]

They've actually not seen such prices before. DRAM now costs as much per Gb as it did around 2006-2007 - despite around 20 years of real technical progress since then! That's genuinely unprecedented.