Yes?

And most of that is just announcements from SK Hynix and CXMT coming online. Samsung's announcements are more conservative, and Micron is barely building shit. All of it put together still drags far behind demand, according to every financial statement by every DRAM manufacturer.

This is intentional because DRAM historically follow boom-bust cycles. Literally, they have all said they are intentionally aiming to build less than demand. Nobody wants to be stuck paying for a fab that isn't running at capacity 10 years from now.

https://finance.yahoo.com/news/sky-high-dram-prices-set-1229...