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

Semiconductor Insider

@SemiconductorsX

Semiconductor Insider • Independent news & analysis on AI Hardware, Semiconductors & Electronics | Supply chains, fabs & market insights.

参加 May 2016

130 フォロー中 13.3K ファン

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