Counterpoint tells Benzinga why AI demand could keep DRAM supply tight until 2028 as Micron, Samsung and SK hynix expand capacity.

Micron's memory production is sold out through 2027 as AI demand surges. SK Hynix warns of the worst supply shortage ever, with new capacity not

Samsung prevede carenza di DRAM fino al 2028: AI, prezzi in aumento e nuovi contratti cambiano il mercato della memoria.