Until, say, an industry or two collapses, and then the market will be flooded.
this post was submitted on 27 Jun 2026
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Or China starts selling DDR5 memory. They pressingly need it for their AI, so they will have their own production lines as soon as possible.
Or someone invents something completely new, crashing the NAND market as well.
An excuse to price gouge
Time to raid some data centers
Why aren't we seeing more factories being built if it is in such high demand? It seems to me like this is an opportunity to print money.
Memory makers are afraid the demand won't last long, and then they'll be stuck with a bunch of extra factories. They'd rather chill with high margins.
Maybe Lenovo thinks the demand will last long term, but they don't make their own RAM so it's not their choice.
Also 2030 is pretty short term, it takes years for a new factory to come online.