Samsung, SK hynix, Sandisk, Kioxia and Micron report building out new DRAM and NAND flash manufacturing and packaging facilities coming on line in late 2027 or 2028.

Taiwan’s Nanya Technology reportedly plans to spend around $6bn in 2027, racing to expand DRAM capacity into an AI-driven memory shortage.

AI-driven demand for high-bandwidth memory is squeezing Apple and PC makers, with data centers consuming 70% of high-end DRAM supply and prices rising