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Samsung, SK Hynix, and Micron announced combined capex programs to expand memory production in response to AI infrastructure demand.

All three major memory vendors coordinating capacity expansion signals confidence in sustained hyperscaler demand; reduces near-term HBM supply bottleneck risk.
Trade pressSlicast · August 8, 2026 · US · Source: Google News
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Samsung, SK Hynix, and Micron announced combined capex programs to expand memory production in response to AI infrastructure demand.

All three major memory vendors coordinating capacity expansion signals confidence in sustained hyperscaler demand; reduces near-term HBM supply bottleneck risk.

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Samsung, SK Hynix, and Micron announced… · Slicast