That’s not true, from what I’ve read:
www.trendforce.com/…/20251113-12780.html
despite higher ASPs boosting profitability across the memory industry, capital spending on DRAM and NAND Flash is only anticipated to increase modestly in 2026. This limited investment growth is unlikely to significantly affect bit output.
Memory makers are skeptical, too.
xep@discuss.online 2 days ago
They also have a history of forming cartels and colluding to fix ram prices, so I doubt prices will normalize for a while.