Where is the additional supply resulting from the sustained increase in demand?
Some are building new fabs, example:
https://news.skhynix.com/en/fab-facility-investment-2026/
It's not an overnight thing obviously.
Check the article we're commenting under
alt Hacker News
Some are building new fabs, example:
https://news.skhynix.com/en/fab-facility-investment-2026/
It's not an overnight thing obviously.