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As CXMT's DRAM capacity set to match Micron's, China's DRAM industry could become world's second largest after South Korea.

Major cloud service providers (CSPs) have front-loaded purchases of future DRAM capacity, and the global memory supply-demand gap is expected to last through 2027. Powerchip Semiconductor Manufacturing (PSMC) said on a July 14, 2026, online earnings call that it raised DRAM wafer start prices in July by about 45% from June, with the increase expected to flow into revenue and profit from November,

High-bandwidth memory (HBM) prices could more than double in 2027 as Nvidia's Rubin platform drives demand, HBM4 raises production costs, and long-term agreements lock up an increasing share of global DRAM capacity, according to memory industry sources.

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News / Stocktwits / DRAM Dips Premarket: Samsung, SK Hynix Announce $590B Expansion Push As South Korea Plans To Double DRAM Capacity DRAM Dips Premarket: Samsung, SK Hynix Announce $590B Expansion Push As South Korea Plans To Double DRAM Capacity 2 min read 005930 −9.75% 000660 −10.46% KEY POINTS: Samsung and SK Hynix shares recouped losses from earlier in the day in Seoul as the official announc