Samsung and SK Hynix are starting a wave of expansion, how will it affect the global storage landscape?

Analysts believe that the expansion plans of the two major South Korean storage manufacturers are mainly aimed at server DRAM and HBM products. Whether it will affect the storage competition landscape also depends on the expansion plans released by other manufacturers. TrendForce analyst Xu Jiayuan told reporters that the new factories are expected to start production between the second half of 2027 and 2028, before which the shortage of DRAM supply is expected to continue. Regarding whether the latest expansion plans of South Korean manufacturers will impact the storage competition landscape, he said that the demand driven by AI is strong, and it is expected that various suppliers will release capacity expansion plans one after another. In the end, the market share of each supplier will depend on the implementation of the expansion plans and the composition of customers. "Samsung Electronics and SK Hynix's expansion layout from 2026 to 2030 aims to attract long-term orders from large cloud providers, thereby expanding their market share in high-margin server DRAM and HBM."