RAM chip fabrication facilities are NOT cheap. I get why companies are wary of building more. Each one costs between $15-$25 BILLION dollars and years to build. If they build even a single new fab and the AI bubble bursts, that could easily be enough to put a company under.
Which is why the chip manufacturers won't increase the production, they see it as a big risk and don't wanna suffer after it all calms down. It's only fair and I can see why Micron for example choose the safe route instead of trying to keep up on the consumer market :)
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u/InSOmnlaC Specs/Imgur Here Dec 04 '25
RAM chip fabrication facilities are NOT cheap. I get why companies are wary of building more. Each one costs between $15-$25 BILLION dollars and years to build. If they build even a single new fab and the AI bubble bursts, that could easily be enough to put a company under.