Micron and SK Hynix Commit Billions to RAM Capacity Despite Long Lead Times

Micron and SK Hynix are committing billions to expand RAM capacity. These investments represent a massive scale of capital expenditure. The primary goal is to increase global memory availability. However, the timeline for these developments is quite extended. Almost no new capacity is expected to land before 2028. This delay reflects the long lead times in the industry. The companies are planning for demand in the coming years. Significant production output is not expected in the near term.