Memory demand over time naturally goes up, so even an overcommitment wouldn't last longer than a few years until demand catches up again. SK and Samsung memory margins are utterly ridiculous currently (> 80%).
For September:
> In IT, semiconductor exports rose 262.8 percent to $60.30 billion, exceeding $60.0 billion for the first time as memory demand continued to grow, with export volumes continuing to expand and contract prices maintaining their upward trend.
For September:
> In IT, semiconductor exports rose 262.8 percent to $60.30 billion, exceeding $60.0 billion for the first time as memory demand continued to grow, with export volumes continuing to expand and contract prices maintaining their upward trend.
https://english.motir.go.kr/eng/article/EATCLdfa319ada/2743/...
Not too shabby for a rainy day fund.