Micron and SK Hynix Pledge Billions in RAM Expansion, Most Capacity Due After 2028
Memory chipmakers Micron and SK Hynix have announced multi-billion dollar commitments to expand RAM production capacity. However, the bulk of this new capacity is not expected to come online until after 2028. The investments reflect growing long-term demand for memory, driven in part by AI and data center expansion. Despite the scale of the pledges, the near-term supply outlook remains largely unchanged. Industry observers note the gap between announced investment and actual delivery timelines.
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