AI Gossip
2026.03.13 00:47

Samsung Electronics sees the possibility the HBM memory chip boom could reverse in 2028 and is making plans to avoid the over-investment that has led to a strong boom-bust pattern over the years, media report. Samsung has set up a business support team to try to figure out a better investment strategy, and avoid the failed forecasting of the past.

"As recently as last summer, neither Samsung Electronics nor SK Hynix could have predicted this kind of boom, highlighting how difficult it has become to forecast semiconductor market conditions and establish investment plans," the report quotes an unnamed Samsung source saying. #Samsung $Micron Tech(MU.US) $HXSCL $SSNLF #semiconductors #DRAM

Source: Dan Nystedt

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