And the South Koreans aren’t lowering production, unless you mean DRAM specifically in favour of HBM for the datacentre/AI market (which is what they are doing), that would be crazy given the level of demand, it’d just let competitors take the market. Samsung and SK Hynix are expanding fabs, but they’re not expected to be operational until 2027.
Huh?
Micron is one of the big three DRAM producers.
And the South Koreans aren’t lowering production, unless you mean DRAM specifically in favour of HBM for the datacentre/AI market (which is what they are doing), that would be crazy given the level of demand, it’d just let competitors take the market. Samsung and SK Hynix are expanding fabs, but they’re not expected to be operational until 2027.
Blatant misinformation being upvoted lol
Edited to fix some mistakes, thanks for the corrections.
Looks like it’s the opposite:
https://www.tweaktown.com/news/109259/samsung-shifts-focus-from-hbm-to-ddr5-modules-ddr5-ram-results-in-far-more-profits-than-hbm/index.html