Brace yourself for the latest update to the memory supply crisis. And it's not good news. Not at all. Samsung and SK Hynix, who together are responsible for 70% of the DRAM market, have signalled their reluctance and inability, respectively, to sufficiently expand memory production. And that has lead some industry observers to conclude the crisis will run through 2028, and perhaps even beyond.
"Rather than rapidly expanding facilities, we will pursue a strategy of maintaining long-term profitability," a Samsung rep said during a recent investor relations call (via Tech Insight), adding, "we will minimize the risk of oversupply through a capital expenditure (CAPEX) strategy that balances customer demand and pricing."
