This is an unusual comment to read because many manufacturers are public and therefore have released their expansion plans to shareholders (and therefore the public). Most recently, Micron is planning to build much more because their clients have made purchase agreements to 2030: https://www.aol.com/articles/micron-just-locked-100-billion-...

> The hyperscalers building AI infrastructure are willing to pre-commit to HBM and DDR5 capacity through the decade because they cannot afford a repeat of the 2024 shortage.

Unless I'm reading it wrong, the article makes it seem like all that new capacity will be reserved for AI infra, not consumer electronics or personal computing, which is what my comment was specifically about. Happy to be proven wrong if Micron has said anything about reviving the Crucial brand or Sony committing to lowering console pricing because they (or their memory supplier) secured capacity.