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Production capacity is set to surge, with the former head of Samsung's chip division predicting a significant drop in memory prices in the second half of next year
3 day ago /
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Author：小编
On Tuesday, Kyung Kye-hyun, Permanent Advisor of Samsung Electronics' Device Solutions Division and former President of Samsung Semiconductor (DS) Division, stated at the 285th NAEK Forum of the Korean Academy of Engineering that aggressive capacity expansions by Chinese companies have substantially increased the supply of memory chips, potentially altering the market landscape between the second half of next year and the first half of 2028. He also mentioned that if the return on capital expenditure for large tech companies declines, they may cut investments, leading not only to price drops but also to a possible reduction in memory demand after 2028.
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