Samsung: Memory shortage expected to end in 2028

Golden Ten Data reported on March 16 that the global storage industry is currently experiencing a super cycle driven by the explosive demand for artificial intelligence. However, over time, major storage manufacturers represented by Samsung Electronics and SK Hynix are reassessing the balance between market supply and demand and are adopting a more cautious expansion strategy. Reports indicate that Samsung expects the memory shortage to end in 2028, which means the company needs to adjust its capacity plans based on demand forecasts to avoid overexpansion. SK Hynix has also previously stated that they will remain cautious in expanding capacity.