If there was really any demand more DRAM would be being produced.
The reality is most datacentre companies have warehouses full of DRAM and GPUs waiting for datacentres to be built.
By the time they will be built, the GPUs they have stashed will be obsolete.
PC sales - and PCs use a lot more DRAM than phones - are falling off a cliff.
So there is no real future demand, that’s why no ones building chip fabs.
If there was really any demand more DRAM would be being produced.
The reality is most datacentre companies have warehouses full of DRAM and GPUs waiting for datacentres to be built. By the time they will be built, the GPUs they have stashed will be obsolete.
PC sales - and PCs use a lot more DRAM than phones - are falling off a cliff.
So there is no real future demand, that’s why no ones building chip fabs.