The three biggest players in computer memory are all tooling up major new factories, but the main impact of that won't come until 2028 and even then it may not be enough to normalise spiralling memory prices.
This analysis comes from IEEE Spectrum, which has published an overview of the current memory market and insights into how it may all play out. The publication notes that Micron is likely to be the first to get new facilities online, with a new fab in Singapore that should go into production in 2027. It's also repurposing another facility in Taiwan with plans for production in the second half of next year.
