4 ms·
New fabs are being built, but that takes time. Estimates are that full production will start towards the end of 2027, or in some cases (Samsung, Micron) only in
by layer8 8mo ago
New fabs are being built, but that takes time. Estimates are that full production will start towards the end of 2027, or in some cases (Samsung, Micron) only in 2028. So expect RAM to remain scarce/expensive for the next two years.
Another factor is that the viability of building new fabs is based on the assumption that there is no AI bubble that will burst. Opinions differ on how large that risk is.