floofloofMemory Makers Expect Shortages to End in Late 2028, Could Pause Expansion Plans
Not following through on expansion plans indicates that they’re expecting the bubble to burst
They’re most definitely hedging their bets.
If there’s a shortage and they don’t expand, they can charge more per unit. If they expand capacity and there’s no shortage, they’ll either have a bunch of unused capacity or memory will get cheaper than they’d like.