---
title: "Samsung, SK Hynix expansion could pressure Micron, Sandisk gains"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286682716.md"
description: "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."
datetime: "2026-05-17T21:19:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286682716.md)
  - [en](https://longbridge.com/en/news/286682716.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286682716.md)
---

# Samsung, SK Hynix expansion could pressure Micron, Sandisk gains

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.

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