Samsung, SK hynix, and Micron are now entering into the ‘production expansion’ timeline, but estimates suggest that any capacity increase won’t help with the memory shortages for consumers. Memory Manufacturers Are Desperate to Address Shortages, To Ensure That They Don’t Miss Out on the Supercycle Memory shortages have now entered a phase in which sellers dominate, as demand has outpaced supply by a wide margin. Given the AI buildout, companies are rushing to secure LTAs with the likes of Micron, and at the same time, demand from the consumer sector isn’t slowing down, which means the only possible solution for […]
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