According to reports from foreign media, during an internal meeting, SK Hynix unveiled its most recent outlook on memory supply and demand. The company stated that the supply of commodity DRAM, which caters to the mass market, will stay constrained over the next several years, with the tightness potentially lasting until 2028. Currently, SK Hynix is stepping up its efforts to expand the production capacity of its 10-nanometer-class sixth-generation 1c DRAM. However, its new factory is not projected to commence production until 2027 or 2028. Similarly, Samsung Electronics has also indicated that it will refrain from a rapid expansion of its production capacity. Instead, it will prioritize long-term profitability. Micron, on the other hand, has declared its intention to invest in constructing a new DRAM factory in Japan. Yet, mass production from this new facility is not anticipated to begin until at least the second half of 2028. Furthermore, UBS predicts that the global DRAM market will continue to face a supply shortage until the first quarter of 2027. Meanwhile, the scarcity of NAND Flash is expected to persist until the third quarter of 2026.