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DigiTimes
Samsung's DRAM capacity lead shrinks as SK Hynix expands faster
Samsung Electronics is expected to experience only minimal growth in its DRAM wafer capacity through 2027, according to recent data from Omdia. The company is prioritizing investments in node migration and line conversions over significant capacity expansion. Meanwhile, SK Hynix is reportedly expanding its production capacity at a faster rate, possibly altering the competitive landscape in the DRAM market. As Samsung’s capacity appears constrained, it may face challenges in meeting future market demand and competing effectively against more aggressive rivals.
MonitorConfidence: MediumMid term horizon
Published 24 Aug 2026, 10:20 UTC1 min read
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Summary
TL;DR
- Samsung's DRAM wafer capacity growth to be marginal until 2027.
- Investment focused on node migration and line conversions.
- SK Hynix is reportedly expanding capacity at a faster pace.
- Potential implications for competition in the DRAM market.
- Buyers are securing supplies, indicating strong market demand.
Interesting facts
- 2027 memory capacity is reportedly sold out, indicating strong demand.
- Samsung's strategy may shift due to competitive pressure from SK Hynix.
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