Your question comes down to how is muscle actually synthesized at the cellular/molecular level? To keep things simple, there are metabolic pathways and cellular signaling mechanisms/cascades that regulate energy transformations and homeostasis in the body as well as tissue turnover (i.e., breakdown/catabolism and synthesis/anabolism). When nutrients (food) are consumed, their very presence in the body cause a number of things to happen, perhaps most importantly is the release of insulin from the pancreas. Insulin can be thought of as kind of a master hormone or "master switch/lever" that, when turned on (more accurately, when the insulin:glucagon concentration in the bloodstream increases) causes food to be stored in the liver, muscles, fat tissue, and other peripheral tissues & organs and causes anabolic/energy-expensive processes to be turned on or "up-regulated" (e.g.,
mTOR,
IGF).
Over the course of a 24-hour period, the human body cycles through periods of anabolism and catabolism based on cellular energy status (ATP:ADP ratio; creatine
hosphocreatine ratio; insulin:glucagon ratio; AMPK phosphorylation; mTOR phosphorylation; etc.). As such, in order to "build muscle," there need to be sufficient growth periods during any discrete period of time. Furthermore, those growth periods need to outweigh the catabolic periods that occur such that over some period of time (be it 24 hours, 48 hours, a week, a month), the net trend in the body is growth/anabolism. In order to keep the body's net growth positive, one needs to over-consume food/calories in order to turn on those anabolic signals/mechanisms/cellular cascades mentioned earlier (insulin, mTOR, IGF, HGH, etc.). Once again, those things can only be turned on when the body "senses" an energy surplus by virtue of increased cellular ATP:ADP ratios, insulin:glucagon ratios in the bloodstream, and other things like that. While it would be nice for our bodies to use stored fat as energy substrates for muscle anabolism, the cellular/metabolic pathways simply do not exist in the human/mammalian (and probably even the whole goddamn eukaryotic) genome that would allow such a thing to occur. So far the next best thing we have is to cycle between anabolic and catabolic periods (e.g., bulking and cutting), or something like
Leangains (micro bulk-cut cycles that occur every 24-48 hours coupled with improved insulin sensitivity/nutrient partitioning & optimized/synchronized circadian+feeding rhythms). Some day we'll have more advanced drugs and other genetic interventions to make things easier, but until then, we need extra food to make things work.
Finally, it is
technically possible to "force" the body to grow without a calorie surplus / during a minor deficit, but it costs the body greatly (see
overtraining syndrome). In essence, the growth stimulus from physical exercise becomes so consistent, so persistent, and so great that the body begins to disassemble proteins from other tissues in order to yield additional amino acids & substrates to assemble/repair damaged muscle tissues. Can you take a guess what the first 3 body systems are that are sacrificed during overtraining? I'll give you a hint, it's what happens during the
Female Athlete Triad. Basically the reproductive system, the immune system, and the skeletal system all take a back seat as they aren't, according to the body, directly relevant/absolutely necessary to meet the immediate demands it is facing. If you are overtraining, you don't need to reproduce, you don't need to fight infection, and you don't need your bones (Blood calcium is way more important – without it, your nerves can't fire and you die, so your body leeches it from your bones. This happens all the time anyways, but it becomes accelerated and exaggerated during energy deficits). So yes, you might possibly be able to grow a teensy weensy bit without overeating, but it would be damn hard, and damn stupid.
Anyways, hope this helps! I tried to hit on the main points without going into too much crazy detail. If you're really still interested, just start reading about mTOR, AMPk, cAMP, and other cellular signaling thingies like those. You'll get into a lot of crazy cellular & molecular physiology, but it will give you some interesting insights into how the whole damn system works and how incredibly similar it is across species (and even right down to simple eukaryotic cells!).
TL;DR: Lift, eat, sleep, repeat.