Samsung Expects Memory Shortage to End in 2028

LightningPacketLoss · 2026-03-23T13:17:06+00:00

On March 16th, the global storage industry is in a super cycle driven by explosive artificial intelligence demand. However, as time progresses, major memory manufacturers represented by Samsung Electronics and SK Hynix are reassessing market supply-demand balance and adopting more cautious expansion strategies. Reports indicate that Samsung anticipates the memory shortage will end in 2028, meaning the company needs to adjust capacity plans based on demand forecasts to avoid overexpansion. SK Hynix has also previously stated that it will remain cautious in expanding capacity. (Cailian Press)

LightningPacketLoss

2026-03-23 13:17:06

On March 16, the global storage industry is in a Supercycle driven by the explosion of artificial intelligence demand. However, over time, major storage manufacturers represented by Samsung Electronics and SK Hynix are re-evaluating the market supply-demand balance and have adopted a more cautious expansion strategy. Reports indicate that Samsung expects the memory shortage to end in 2028, which means the company needs to adjust its capacity plans based on demand forecasts to avoid overexpansion. SK Hynix has also previously stated that they will remain cautious in expanding capacity. (Financial Association)

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