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That’s the issue: ram suppliers have not started building new fabs, which means they expect this demand to be temporary and they’re just going to make a killing

That’s the issue: ram suppliers have not started building new fabs, which means they expect this demand to be temporary and they’re just going to make a killing on it while they can. It takes years to get a fab up, and they think demand will be gone by then. So that means ridiculous prices now, and if demand doesn’t drop, ridiculous prices until someone thinks the demand will continue for four more years after that moment. Whatever the moment, building for four years out is a risk. So this could last forever.

dist-epoch 6mo ago
> SK Hynix to invest about $13 bln in a new South Korea plant to meet AI memory demand https://www.reuters.com/world/asia-pacific/sk-hynix-invest-about-13-bln-new-south-korea-plant-meet-ai-memory-demand-2026-04-22/ https://www.reuters.com/world/asia-pacific/sk-hynix-invest-a... > SK Hynix has reportedly broken ground on a new advanced memory packaging facility in West Lafayette, Indiana, that should boost the supply of US-made high-bandwidth memory (HBM) https://www.theregister.com/on-prem/2026/04/22/sk-hynix-breaks-ground-on-indiana-advanced-packaging-plant/5227437 https://www.theregister.com/on-prem/2026/04/22/sk-hynix-brea... > Samsung to advance mega-fab expansion by 6 months to get ahead in capacity race; SK Hynix follows suit https://www.kedglobal.com/korean-chipmakers/newsView/ked202605070006 https://www.kedglobal.com/korean-chipmakers/newsView/ked2026...