Comment by zozbot234

DRAM/flash fab investment probably did get scaled down due to the formerly low prices, but once you do have a fab it makes sense to have it produce flat out. Then that chunk of potential production gets allocated into DRAM vs. HBM, various sorts of flash storage etc. But there's just no way around the fact that capacity is always going to be bottlenecked somehow, and a lot less likely to expand when margins are expected to be lower.