New DRAM capacity may converge in 2028 as Samsung and SK hynix invest

Samsung Electronics and SK hynix are making major equipment investments in 2026, while the production boost from those projects is expected to take until 2028 to materialize. The report says new South Korean facilities and CXMT capacity expansion may also become operational in that period. If these additions overlap, suppliers could face greater competition in commodity DRAM. The timing and scale of the resulting supply pressure remain uncertain.