You're looking at the wrong numbers. The wafer capacity of memory fabs and logic fabs that are only equipped for older nodes aren't relevant to the GPU market.

You're looking at the wrong numbers. The wafer capacity of memory fabs and logic fabs that are only equipped for older nodes aren't relevant to the GPU market. So Micron, SK hynix, Kioxia/WD and a good chunk of Samsung and TSMC capacity are irrelevant here.