MEMORY CHIP MAKERS RACE TO EXPAND AMID OVERSUPPLY FEARS
Memory chip manufacturers are aggressively expanding capacity to meet surging AI demand, but investors worry the industry's historic boom-and-bust cycle may repeat. SK Hynix leadership expects demand to outpace supply through 2027 despite the expansion plans.
Jenny Lee / CNBC: TSMC CFO Wendell Huang says TSMC will use its new $100B US commitment, announced last week, to expand…
Moon Joon-hyun / The Korea Herald: SK Group Chair Chey Tae-won says the memory shortage has prompted governments to inte…
Financial Times: As memory shares fall, investors worry capacity expansion could lead to oversupply, while others believ…
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