Semiconductor Insider
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Semiconductor Insider • Independent news & analysis on AI Hardware, Semiconductors & Electronics | Supply chains, fabs & market insights.
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Nomura's wafer capacity outlook forecasts major DRAM expansions through 2030:
Samsung from 655k to 1,264k wafers/month, SK Hynix from 474k to 1,183k, and Micron from 310k to 690k, with NAND growth following after near-term dips for the Korean firms. $MU $SKHY
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Samsung Heavy Industries is launching a floating data center in 2028.
First commercial service targeted for Q2 2028. This addresses power, cooling, and land constraints for AI infrastructure.
The company is partnering with Greek shipper Capital and Lloyd’s Register for development.
Floating DCs could become a new growth area for Korean shipbuilders.
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