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Medium2026-10-07Short term · Leans positiveLonger term · Leans positive

Memory Big Three's New Fabs Won't Open Until 2028, Supply Cliff Looms

New fabs from Samsung, SK hynix and Micron are not expected to come online until at least 2028, limiting memory supply growth for years. With AI demand strong, tight supply could extend the memory upcycle, supporting pricing and earnings for SK hynix in the medium to long term.

Impact assessments are model-generated from public coverage, for reference only and not investment advice.

Related coverage · 1 related reports

  • 글로벌이코노믹 · 10-07 03:45 KST
    Memory big three's new fabs won't open until 2028, supply cliff looms

    New fabs from Samsung, SK hynix and Micron won't come online until 2028, fueling concerns over a mid-term supply cliff. If demand keeps growing while capacity is constrained, memory prices and hynix's earnings could be supported, a positive for the longer-term stock.

Memory Big Three's New Fabs Won't Open Until 2028, Supply Cliff Looms · Hynix Board