During the Covid global chip shortage Intel announced new factories to address the production bottleneck, before the factories even started to be constructed, the shortage was long over and the projects were eventually canceled.

It will be just in time for when AI will run very well on consumer hardware and the need for data centers will collapse.

Samsung is already building another fab (which was originally suspended due to low memory prices years ago). Hopefully when it goes live in a few years it's not all dedicated to HBM for AI.

Not even close.

Not until the industry gets severe indigestion, which doesn't seem that far off.