HardwareIndustry Memory Suppliers Are Actually Worried the Demand Boom Won’t Last ‘Too Long’, and Are Already Rethinking Expansion Plans Muhammad Zuhair • at EDT Add on Google Image Biz reports that Samsung expects the memory shortages to end by 2028, meaning that, to ensure it doesn't "overinvest" in its expansion plans, it is now aligning with demand forecasts. Related Story IDC Paints a ‘Doomer Narrative’ for the PC Industry, as Memory Shortages Make Survival “Nearly Impossible”It is claimed that suppliers are concerned about entering another DRAM demand 'downturn', which is why there are growing concerns about "expanding production facilities". From a business perspective, Samsung and SK hynix have experienced a sluggish few quarters post-COVID in DRAM demand, as the PC industry didn't see much momentum in buying new products, and enterprise demand was slow as well. Back then, it created an oversupply that was hard to overcome for Korean suppliers until now. Image many reports suggest that the current trend of DRAM and consumer product pricing is the 'new normal'. Follow on Google to get more of our news coverage in your feeds. Deal of the Day Further Reading “There Is No Scenario Where Memory Prices Will Drop Anytime Soon” Says Counterpoint as Supply Constraints Push Shortages to New Levels The NAND Crisis Is Now Worse Than DRAM; Samsung Is Doubling Prices for the Second Quarter in a Row PC GPU Market Enters “Rough Sailing” as Shipments Drop 3.3%: It Could Get Much Worse in 2026 Micron Ships Out the “World’s First” 256GB SOCAMM2 Modules Targeted Toward the Agentic AI Frenzy Read all on Memory Suppliers Are Actually Worried the Demand Boom Won’t Last ‘Too Long’, and Are Already Rethinking Expansion Plans
