<div id="readability-page-1">Korean giants expand: Samsung and SK Hynix are ramping up production capacity, with new facilities and upgrades potentially altering the global memory chip market. US stocks at risk: Micron and Sandisk have seen triple-digit gains from AI-driven demand, but expanded foreign supply could pressure prices and earnings. 2028 supply concerns: Analysts warn that capacity build-outs may tip the market into oversupply within two years, reversing recent pricing power.</div>

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<p>Samsung and SK Hynix are increasing production capacity, which may impact the global memory chip market. While Micron and Sandisk have benefited from AI-driven demand, the expanded supply could pressure their prices and earnings. Analysts express concerns that this capacity growth may lead to oversupply by 2028, potentially reversing recent pricing power.</p>

- Samsung and SK Hynix are expanding production capacity, which could impact the global memory chip market.  
- Micron and Sandisk have benefited from an AI-driven demand surge, resulting in significant stock gains, but increased foreign supply may put pressure on their prices and earnings.  
- Analysts express concerns that rapid capacity build-outs could lead to oversupply by 2028, potentially diminishing pricing power.

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iShares Semiconductor ETF

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GraniteShares 2x Long MU Daily ETF

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Invesco Semiconductors ETF

Roundhill Memory ETF

Direxion Daily MU Bull 2X Shares

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Samsung, SK Hynix expansion could pressure Micron, Sandisk gains