>>107124398
>nobody fucking enters the market and starts building new factories.
Apparently there are new on the way. AI is saying things will normalize after 2027.

>Fab,Owner,Location,Capacity, Online
>Micron Virginia,Micron,USA,30–40K wafers/mo, Q4 2026
>Samsung P4L (Phase 2),Samsung,Pyeongtaek,+50K wpm, Mid-2026
>SK Hynix M15X,SK Hynix,Korea,+35K wpm, Q3 2026
>YMTC Wuhan Expansion,YMTC,China,+60K wpm (NAND), Q2–Q3 2026