I think it’s a little of both, but one of my friends left my company producing weird semiconductors to go work at Micron making RAM. They’re definitely ramping up a little, but the equipment and techniques to fab those chips is very specialized. Imagine trying to drill zillions of really tiny, deep pits, and then making sure the very bottom of those pits get coated while the sidewalls are completely unaffected… and you have to do it everywhere uniformly on a hundred 350mm wafers per minute.