

It’s RAM, they can ramp it up in 2-3 years tops.
They just don’t want to. When they did it last time demand plummeted and we got cheap RAM.
For my 64 GB 6000 CL30 I paid 200€ last year. They don’t want a repeat of that, especially with the Chinese now catching up.








Careful, “foundries” usually means CPU and maybe GPU. Anything memory related at the moment is just “announced” or “planned”. You could say Micron spent $20B, but that’s global not just US.
Besides Micron no one is planning to build memory fabs in the US.