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Medium2026-10-26Short term · NeutralLonger term · Leans positive

Samsung, SK Hynix Set Record Capex; Memory Supply Ramp Only From 2028

Samsung Electronics and SK Hynix unveiled record capital expenditure plans, but new memory capacity will only ramp meaningfully from 2028. Limited supply growth over the coming years could keep DRAM and HBM prices elevated, supporting medium-term earnings, though the near-term stock impact is neutral.

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

Related coverage · 1 related reports

  • Chosunbiz · 10-26 15:43 KST
    Samsung, SK Hynix Set Record Capex; Memory Supply Ramp Only From 2028

    Samsung and SK Hynix set record capex this year, but meaningful memory supply expansion won't begin until 2028. That implies a tighter medium-term supply outlook, supporting memory prices and SK Hynix earnings momentum and its stock, though heavy capex raises return concerns.

Samsung, SK Hynix Set Record Capex; Memory Supply Ramp Only From 2028 · Hynix Board