[riku_iki]

> Significantly increasing supply is also a huge multi year investment into a new fab

so, are there huge multi-year investments?

[Numerlor]

There aren't because nobody is betting on ai demand to last. Then they'd have a couple billion dollar fab sitting around doing nothing and employees that'd have to be fired.

There already was scaling back for dram and and production post COVID, where I believe nand was being sold close to cost because of oversupply