Earlier quoted context omitted.
Is there anything in the works or planned that suggests the RAMpocalypse will end anytime soon? e.g. new fabs being built, permitted, planned, etc...
Define "soon" RAM production is completely sold out for 2027[1] which means the prices are locked in until after then. It takes about 2 years from the time ground if broken for a new fab to be built and producing RAM. There were some new fabs announced between February and April this year by both the Korean and Chinese manufactures, so that new capacity might start having an impact in 2028 in the most optimistic scen…
Producers (Samsung, SK Hynix etc.) will not say "prices expected to drop" or "demand expected to drop" even if it was true because then consumers would start delaying purchased.
The big buyers (OpenAI, hyperscalers etc.) have no incentive to say "supply expected to start opening up" because that would imply their growth trajectory is flattening; also a huge part of their moat now is just deployed RAM.