NuAxiSemiconductor trade intelligence

Memory Makers Expect Shortages to End in Late 2028, Could Pause Expansion Plans

What happened

Memory makers forecast shortages to persist until late 2028, after which supply-demand balance is expected to be restored. This outlook is causing Samsung, SK Hynix, and Micron to reconsider further expansion plans beyond current ASML tool orders. Bearish: Long-term supply growth plans signal potential oversupply risk post-2028, capping price upside.

Impact and signal

Medium impactImpact score: 58/100

Affected components and suppliers

HBM DRAMDDRGDDR

Samsung Electronics SK Hynix Micron

capacity-expansiondemand-forecastsupply-balance

Source and time

Source: TechPowerUp · 3/16/2026 · View original source

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Memory Makers Expect Shortages to End in Late 2028, Could Pause Expansion Plans

What happened

Impact and signal

Affected components and suppliers

Source and time

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