MU · News · 20260804N

Competition and Capacity Expansion

MICRON TECHNOLOGY INC · 2026-08-04 · Importance 40 · Surprise 42

Reports highlighted increasing competitive capacity from Samsung, SK Hynix, and China’s CXMT as a risk to Micron’s future memory pricing. SK Hynix approved approximately 54 trillion won, or $38.1 billion, for two new memory fabrication plants in South Korea to address AI-driven demand and a potential shortage by 2027. The coverage also warned that aggressive industry expansion could eventually recreate the memory oversupply cycle and pressure Micron’s pricing power.

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