SK warning points to persistent DRAM tightness for AI infrastructure

The report says Samsung, SK hynix and Micron are balancing record AI-driven DRAM demand against the risk of adding too much manufacturing capacity. Hyperscalers and AI accelerator vendors are described as securing as much memory as they can for training and inference systems, while memory makers are already selling available DRAM months ahead. SK hynix is reported to have ordered about 20 Low-NA EUV tools from ASML for expansion plans, but that added capacity will take years to come online. The near-term implication is continued constrained DRAM availability, with suppliers reluctant to overbuild before long-range demand becomes clearer.