Samsung and SK Hynix limit DRAM production, potentially extending shortages past 2028

Samsung and SK Hynix, controlling 70% of the DRAM market, are limiting production expansion, potentially extending the memory crisis past 2028. The companies aim to avoid oversupply and maintain long-term profitability, with Samsung currently fulfilling only 70% of DRAM orders. SK Hynix plans increased investment but warns of continued shortages. Demand for memory, driven by AI, is outpacing production increases. New facilities, like Micron's in Japan, will not significantly impact supply until late 2028.