alt Hacker NewsMicron has several fabs and fab upgrades coming online or under construction right now. An expansion in Boise and Virginia. Plus a huge megafab project in New York that's going to be the biggest in the world AFAIK.
All the DRAM makers have new fabs or plant expansions underway right now - indicating they believe the demand increase to be sustainable.
How many years ago did they start construction on these projects? How many years before that did they greenlight the project? I'm quite skeptical the timelines are short enough to line up with the AI boom.