Samsung: Expects memory shortage to end in 2028.

The global storage industry is currently in a super cycle of artificial intelligence demand explosion. However, as time goes on, major storage manufacturers such as Samsung Electronics and SK Hynix are re-evaluating the market supply-demand balance and adopting a more cautious expansion strategy. There are reports indicating that Samsung expects the memory shortage to end in 2028, which means that the company needs to adjust its capacity planning based on demand forecasts to avoid overexpansion. SK Hynix has also stated that they will remain cautious in expanding production capacity.