On August 24, it was reported that despite an escalating DRAM supply shortage fueled by AI demand, Samsung Electronics is anticipated to experience a slower-than-expected increase in DRAM production during the second half of this year. The company is giving precedence to the transition from the 10nm fifth-generation (1b) process to the sixth-generation (1c) process, with a primary focus on enhancing yields rather than expanding production capacity. The Pyeongtaek campus will undergo a process transformation through production line upgrades, and its share of DRAM capacity is projected to rise from 49.5% in 2025 to 55.4% in 2027. Nevertheless, given that capacity growth predominantly hinges on upgrading existing production lines instead of constructing new fabs, the actual pace of expansion may lag behind what the superficial data indicates. Following the completion of the renovation of Line 12 in Hwaseong, it is expected to give a boost to DRAM shipments in the latter half of the year. However, aligning wafer input volumes with market demand still poses a challenge. Industry insiders have noted that although Samsung's DRAM production increase is sluggish, its actual supply capacity, as measured by bit growth, is on the upswing.