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Showing top 62 results for "DRAM supply expansion"

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. …

Mar 15, 2026 · Muhammad Zuhair

SK Group Chairman Warns That Customers Will Use Less Memory Unless DRAM Supply Grows

Tuesday, May 12th 2026 SK Group Chairman Warns That Customers Will Use Less Memory Unless DRAM Supply Grows by AleksandarK May 12th, 2026 10:43 Discuss 13 Comments Memory makers like Samsung, SK hynix, and Micron are currently striving to find the delicate balance between supplying the world with e… …

May 12, 2026

Memory Suppliers Have Become the New “Santa Claus,” Selectively Handing Out DRAM Capacity to Customers, Says Taiwan’s Etron Chairman

… When things eventually smoothed out, the primary aim for DRAM suppliers was to recoup lost profits, which is why expansion was never a priority. …

Dec 19, 2025 · Muhammad Zuhair

Memory Makers Rush to Build New Facilities, But Don’t Expect the Extra Capacity to Help Anyone Outside the AI Elite

… The P4 fab will deliver meaningful output of 100K-120K WPM, suggesting the supply situation will improve significantly moving into 2027, at least based on expansion plans. …

Feb 19, 2026 · Muhammad Zuhair

AI Giants Are Entering Into Years-Long Memory Contracts, Proving To Be the 'Best Case' Scenario For Suppliers, But Terrible For Everyone Else

… Rather than a pricing war, memory markets are essentially a supply war, where the entities with DRAM supply will win. …

Apr 5, 2026 · Muhammad Zuhair

SK Hynix Warns DRAM Supply Growth Will Lag Demand Through 2028

… Reports show that memory makers such as SK Hynix have adopted conservative capacity expansion strategies, which focus more on maintaining profitability rather than flooding the market with new DRAM supply. …

Dec 13, 2025 · Sarfraz Khan

Samsung Is Luring Customers With a "Slight Discount" Into Five-Year Contracts to Keep the Memory Boom Alive for Longer

… Samsung Intends to Lock In DRAM Supply For Several Years, Likely to Prevent Overinvestments The memory industry has been experiencing an unprecedented demand cycle over the past few quarters, as enterprise demand is through the roof, pushing DRAM contract prices to new levels . …

Mar 18, 2026 · Muhammad Zuhair

Here’s What One of the Largest DRAM Suppliers, SK hynix, Has to Say About the Ongoing Memory Shortage and the Efforts Being Made to Sort It Out

… DRAM Shortages Have 'Shocked' The Supply Chain, With Manufacturers Having No Option But Aggressive Price Hikes Consumers should be aware of how aggressive DRAM shortages are expected to unfold in the future, as several products, including laptops, PCs, mobile phones, and memory-related devices, are… …

Dec 14, 2025 · Muhammad Zuhair

PC Motherboard Sales Face Sharp 25%+ Decline Amid Weak Demand

… What began as AI data center expansion quickly started affecting consumer PC DIY endeavors, as severe silicon shortages across the industry drove DRAM and CPU demand so high that prices have increased significantly for DDR4 and DDR5 memory kits, while regular CPUs have also seen a large price incre… …

May 7, 2026

Older Smartphone Design With The ‘Teardrop’ Notch, Slower 90Hz Displays And Cheaper Exteriors Are Being Readied Due To Rising Memory & Storage Costs

… Smartphone memory specifications could also be limited to 8GB, but at least there’s going to be microSD card expansion The DRAM shortage is forcing a myriad of companies to explore a ton of ways in which the rising costs can be offset by compromising on the smartphone’s specifications. …

Mar 23, 2026 · Omar Sohail

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