Hardware1 hOctober 19, 2026, 14:43

Musk sees China's 2028 DRAM surge challenging Samsung and SK Hynix pricing

Tesla CEO Elon Musk predicted a sharp rise in Chinese memory chip output by 2028. He suggested it could erode the pricing power of Samsung and SK Hynix amid an AI-driven DRAM shortage.

Digitimes

Open source

Musk sees China's 2028 DRAM surge challenging Samsung and SK Hynix pricing

Musk expects a surge in Chinese DRAM output by 2028
Forecast questions pricing power of Samsung and SK Hynix
DRAM market faces shortage driven by AI demand

#Samsung#SKHynix#Tesla#DRAM

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