Samsung, SK Hynix Set Profit-First DRAM Regime
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9 Articles
digitimes.com
technewstube.comSamsung, SK Hynix set profit-first DRAM regime
Samsung Electronics and SK Hynix, which control about 70% of the global DRAM market, signalled in recent IR meetings with global investment banks that they will not pursue aggressive supply expansion. Their cautious stance comes as DRAM shortages widen from servers to PCs and smartphones.
While memory prices have been blazing for several weeks, one thing becomes clear: the situation is not going to improve soon. The two world's largest suppliers of DRAM, Samsung and SK Hynix, which together control more than 70% of world production, have announced that they have no intention of significantly increasing their capacity. The idea is clear as source water ensuring sustainable profitability, even in the heart of the memory supercycle …
What at first glance appears to be a classic demand shock in the semiconductor market is, upon closer inspection, nothing more than a strategically calculated supply bottleneck, brought about by the two dominant players in the global DRAM business: Samsung Electronics and SK Hynix. Together they control around 70 percent of the global market, and they currently show no interest whatsoever in changing this […] Source
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