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Since the latter half of 2025, the memory chip market has witnessed a supply crunch, drawing considerable attention to major global suppliers. Samsung Electronics reported a staggering 756% year-on-year surge in its operating profit for the first quarter. Similarly, SK Hynix saw its net profit for the same period climb by 398% year-on-year, while SanDisk's net profit for the third fiscal quarter of 2026 skyrocketed by 280% compared to the previous quarter. The semiconductor sectors in the South Korean and US stock markets have delivered outstanding performances since the start of this year. Industry analysts predict that the tight supply conditions for memory chips are unlikely to see a significant easing until at least 2027, and may even tighten further in 2028. This AI-fueled 'super cycle' for memory chips is set to far outstrip previous market cycles.
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