Micron 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.
All the DRAM makers have new fabs or plant expansions underway right now - indicating they believe the demand increase to be sustainable.