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apiyesterday at 10:22 PM0 repliesview on HN

It'll probably take a few years. There's many fabs under construction.

One thing holding back capacity expansion is that a lot of people are concerned this is a bubble. They're worried it'll pop and leave them with orphaned assets if they over-invest in production.

Of course maybe they're right and that will happen. If the data center construction boom ends, RAM prices will fall.