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On March 16, reports surfaced indicating that the global memory sector is poised to enter a supercycle, propelled by a significant uptick in demand for artificial intelligence technologies. Despite this bullish outlook, leading memory manufacturers, including Samsung Electronics and SK Hynix, are reevaluating the dynamics of market supply and demand. They are now adopting more prudent strategies for capacity expansion. According to these reports, Samsung anticipates that the current memory supply shortage will continue until 2028. To mitigate the risk of overexpansion, the company plans to fine-tune its production capacity in alignment with demand projections. Similarly, SK Hynix has also conveyed its intention to proceed with caution when it comes to ramping up production capacity.
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