As the DRAM memory sector steps into a fresh phase of the 'super cycle,' the global semiconductor market has shifted into a seller - dominated landscape. Owing to the mismatch between memory production capacity and market demand, leading suppliers like Samsung and SK Hynix are tightening their belt in terms of supply strategies. They are giving top priority to fulfilling long - term contracts with industry behemoths. According to data from TrendForce, global DRAM demand is projected to hit 120 million units by 2025. In contrast, the combined supply from Samsung, SK Hynix, and Micron will only amount to 40 million units. This indicates that demand will be three times greater than supply. To keep up with the memory demand spurred by artificial intelligence (AI), Samsung is planning to reallocate more resources towards DRAM production and scale down its NAND capacity. Moreover, the company has set its sights on its Pyeongtaek Fourth Factory. Production at this factory is slated to kick off in the second quarter of 2026. Initially, it will churn out 50,000 12 - inch DRAM wafers per month, and once it reaches full - scale production, the output will soar to 100,000 wafers. SK Hynix is also on an expansion spree. It intends to ramp up its monthly production capacity of sixth - generation 10 - nanometer DRAM from 20,000 wafers to a range of 160,000 - 190,000 wafers. This represents an 8 - 9 fold increase, with a primary focus on the AI inference application market.