[TrendForce Analyst: New factory mass production timelines mostly fall between the second half of 2027 and 2028; DRAM supply shortage remains difficult to reverse before then] According to Golden Finance's report on June 30, citing Yicai, analysts believe that the expansion plans of the two major Korean memory manufacturers are primarily focused on server DRAM (Dynamic Random Access Memory) and HBM (High Bandwidth Memory) products. Whether these plans will impact the competitive landscape of the memory market depends on the subsequent capacity expansion plans released by other manufacturers. TrendForce analyst Xu Jiayuan stated that the mass production timelines for new factories mostly fall between the second half of 2027 and 2028, and before then, the DRAM supply shortage will remain difficult to reverse. Regarding whether the latest expansion plans of Korean manufacturers will affect the competitive landscape of the memory market, he noted that AI-driven demand growth is strong, and it is expected that various suppliers will gradually release capacity expansion plans. Ultimately, the market share of each supplier will depend on the implementation of these expansion plans and the composition of their customer base. "Samsung Electronics and SK Hynix's expansion plans for 2026 to 2030 are primarily aimed at securing long-term orders from major cloud service providers, thereby increasing their market share in high-margin server DRAM and HBM products."