- Samsung fell 22%, SK Hynix 26% and Micron about 11% over the five days through the report.
- CXMT plans to roll out a server memory product on a new architecture, raising fears of share loss to Samsung, SK Hynix and Micron.
- Analysts questioned whether CXMT can scale yields on the new design and said it will not shift the supply-demand balance.
- A Maeil Business Newspaper column cited expectations of a flood of new supply turning memory into a red ocean in 2029.
- Many analysts expect the shortage to persist until 2028, and Counterpoint Research sees DRAM prices falling about 23% in 2028 versus 2027 but still up about 230% from 2025.
Quotes
“If you're only getting a 50% yield, you're literally putting half the chips in the bin because they don't work very well”
“We don't think this is going to swing the supply-demand equation at all”
“will be making a LOT of RAM in 2028.”