Memory Suppliers Are Actually Worried the Demand Boom Won’t Last ‘Too Long’, and Are Already Rethinking Expansion Plans

Suppliers like Samsung and SK hynix are planning to take a rather 'cautious' approach to their DRAM plans, as they see a risk of oversupply, according to a report. Samsung Expects The DRAM Supercycle To Fade Away By 2028, Which Is Why It is Being Cautious With Investments The DRAM shortages are intensifying each quarter, and this is clearly evident in how contract prices are evolving aggressively, with a triple-digit increase that is beyond shocking. While manufacturers like SK hynix and Samsung are currently capitalizing on unprecedented demand, they are also cautious about expanding output. Chosun Biz reports that Samsung […]

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