> The big dram houses aren’t increasing capacity, due to the risks you mention.

Except they are

> SK hynix to boost DRAM production by a huge 8x in 2026, still won't be enough for RAM shortages

> It's also not just SK hynix that is boosting DRAM production capacity, with both Samsung and Micron rapidly increasing their respective DRAM production numbers.

https://www.tweaktown.com/news/109011/sk-hynix-to-boost-dram...