Unverified50% confidenceFactExact time
Samsung's plans for large-scale HBM capacity expansion and the continued catch-up by Chinese mainland manufacturers such as CXMT in the standard DRAM segment are variables that could disrupt the memory shortage forecast.
1
Sources
50%
Confidence
Medium-term (~90 days)
Relevance
10/1/2026
First Seen
Valid until: 12/30/2026
Sources
Related Entities
Related Claims
UnverifiedIf CXMT's production capacity reaches tens of thousands of wafer starts per month or more, it will have a non-negligible disruptive effect on global DRAM supply and demand balance.77% similarUnverifiedThe core driver of this round of price increases is the explosive growth in HBM demand, as AI accelerator cards such as NVIDIA's H100/H200 make heavy use of HBM, prompting Samsung and SK Hynix to redirect a significant proportion of their DRAM capacity toward HBM production.72% similarUnverifiedCXMT is one of the few companies on the Chinese mainland with DRAM mass production capabilities.70% similarUnverifiedSamsung Electronics plans to more than double the production volume of its next-generation high-bandwidth memory (HBM4 and HBM4E) DRAM.69% similarUnverifiedSince the second half of 2024, DRAM prices have entered a new upward cycle, driven by reasons including a surge in demand for HBM from AI servers causing memory manufacturers to shift production capacity toward HBM, thereby squeezing supply of conventional DDR5.68% similar
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