Why Is DRAM Falling Today? Samsung, SK Hynix Are Reportedly Preparing $1.3 Trillion Investment Plan - Yahoo Finance

The recent decline in DRAM prices is attributed to reports that Samsung and SK Hynix are preparing a $1.3 trillion investment plan over the next decade. According to local media, the announcement is e... Read original →

Samsung and SK Hynix’s proposed $1.3 trillion investment isn’t just a bet on AI-driven HBM demand—it’s forcing a technical realignment across the memory stack. Advanced packaging, TSV, and CoWoS capacity will become critical bottlenecks, potentially compelling NVIDIA to adapt GPU roadmaps to memory constraints. Such concentrated capital deployment invites antitrust scrutiny from U.S. and EU regulators and heightens supply chain fragility amid geopolitical friction, especially with restricted access to mature-node capacity in Taiwan, China and mainland China. Micron will likely accelerate partnerships with U.S. fabs to leverage CHIPS Act subsidies and offset cost disadvantages. Over the next 18 months, the market faces a bifurcation: HBM scarcity versus commodity DRAM glut. Retail ETF enthusiasm masks deeper structural overcapacity risks—true winners will be those mastering heterogeneous integration and memory-compute co-optimization.