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According to reports, although demand for AI-driven memory has exacerbated the shortage of DRAM supply, Samsung Electronics' production growth rate in the second half of this year is expected to fall short of market expectations. This is mainly because Samsung Electronics prioritizes the transition from the 10nm fifth-generation process to the 10nm sixth-generation process, focusing more on improving yield rather than increasing production.

Zhitongcaijing·08/24/2026 07:49:05
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According to reports, although demand for AI-driven memory has exacerbated the shortage of DRAM supply, Samsung Electronics' production growth rate in the second half of this year is expected to fall short of market expectations. This is mainly because Samsung Electronics prioritizes the transition from the 10nm fifth-generation process to the 10nm sixth-generation process, focusing more on improving yield rather than increasing production.