alt Hacker NewsThe CEO is saying nothing that everyone who analyzes the situation and knows at least something about semiconductor production wouldn't say. Demand is way up, supply cannot keep up, it will take some time to increase supply.
Micron is working on increasing that supply. The started building a massive fab for DRAM in 2022 in Idaho. It should start production in 2027. They started a second massive fab for DRAM next to it in 2023 with production scheduled for 2028.
This is the info that people should be looking at. Building these facilities takes time. I'm guessing they are thinking that demand is not going to decline anytime soon to justify this buildout. EDIT both SKHynix and Samsung are also expanding their DRAM production lines and new plants. So they are all working on adding new capacity.