China's 2028 DRAM Wave Tests Samsung, SK Hynix Dominance

Reports indicate Chinese memory makers are expected to sharply expand DRAM capacity by 2028, potentially eroding Samsung and SK Hynix's pricing power and market share. For SK Hynix, a worsening medium-term supply picture weighs on valuation, though near-term impact is limited pending actual ramp timing and product mix.

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