Scaling up fabs to increase supply is a very long-term process. You don’t want to do it if you think the demand won’t last at least several years. Maybe RAM manufacturers are drinking the koolaid and are spinning up fabs as fast as possible. Maybe they see the writing on the wall and are just cashing in until the demand dissolves.


You don’t actually get that much storage doing this unless you increase the scale by a couple order of magnitude. At which point you’re basically describing building a dam in practical terms.