They are building fabs on track to get online towards the end of 2027, full capacity production expected for 2028. These are serious pieces of very complex technology that take years, not months, to build.

CXMT is a memory fab that just opened in China. They achieved a 90% yield on DDR5. Hopefully that could ease up the supply squeeze.

I believe they've been building them like crazy since covid, but it takes a looong time for them to come online (like 5-10 years?)