With the global semiconductor market witnessing escalating competition, Samsung Electronics and SK Hynix are ramping up their efforts to expand memory capacity to keep pace with the burgeoning demand for AI servers. Samsung Electronics has reignited its production lines and boosted DRAM capacity, leveraging the alternative P3 plant. Additionally, the company is planning a direct memory capacity expansion through the P4 plant. Meanwhile, SK Hynix is recalibrating the capacity of its wafer fabrication plants by repurposing some of its foundry and CIS production lines for DRAM manufacturing. The objective is to elevate the supply of standard DRAM by over 10% by 2026. Omdia forecasts that the global DRAM market will surge from US$97.6 billion in 2024 to US$204.5 billion in 2029. According to a UBS report, the scarcity of DRAM supply is anticipated to persist until the first quarter of 2027, with the supply-demand imbalance continuing. On the other hand, the NAND shortage is projected to extend until the third quarter of 2026.