175
Memory Makers Expect Shortages to End in Late 2028, Could Pause Expansion Plans
(www.techpowerup.com)
this post was submitted on 17 Mar 2026
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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.