There's just no way out of this DRAM shortage in the coming years "Even as we expect industry supply to improve gradually in 2028, we currently do not have line of sight as to when memory supply will be able to catch up with increasing demand. Memory industry supply growth is dependent on significant greenfield fab expansions. These greenfield projects are large, complex and time-consuming. Further, the pace is constrained by several factors, including long lead times for fab construction across the world, shortage of workers with critical trade skills, complex regulations, including permitting and the need for enhanced energy infrastructure. Meanwhile, memory process technology which is among the most advanced to develop and manufacture in semiconductors is getting more complex with every new node." - $MU CEO