Semiconductor Insider(@SemiconductorsX):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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Semiconductor Insider@SemiconductorsX

2026.08.07 19:14

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