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DigiTimes
Samsung, SK Hynix prioritize DDR5 as margins near HBM levels
Samsung Electronics and SK Hynix are reportedly reallocating their DRAM production capacity to increase focus on server DDR5 and other conventional memory products. This strategic move comes while they continue to fulfill existing commitments to high-bandwidth memory (HBM). With the resurgence of Intel's DDR4 CPU expected to drive PC demand in the second half of the year, this shift could position both companies favorably in the memory market, though they remain cautious about the overall economic climate.
MonitorConfidence: MediumShort term horizon
Published 30 Jul 2026, 10:20 UTC1 min read
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Summary
TL;DR
- Samsung and SK Hynix are reallocating DRAM production capacity.
- Focus is shifting towards DDR5 and conventional memory products.
- High-bandwidth memory commitments are still being met.
- Intel's DDR4 CPU revival anticipated to boost PC demand.
- Caution remains due to market uncertainties.
Interesting facts
- The shift indicates rising competition in the memory sector.
- DDR5 production could offer higher profit margins for manufacturers.
- Balancing HBM commitments while expanding DDR5 capacity is a key strategy.