---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000972468.md"
description: "Jeongdong Choe, Senior Vice President of the Semiconductor Division at TechInsights, expects the memory boom to last for 3-4 more years.> Supply currently meets only about 85% of demand. >  DRAM supply is short by approximately 10–12%, with NAND facing a similar deficit.> SVP Choe anticipates that supply levels will rise to 90–95% of demand by next year. Given that a balanced market typically requires supply to exceed demand by 2–3%, a seller's market is likely to persist.> A potential supply-driven downturn might re-emerge in 5–6 years, but that remains a long-term risk not currently weighing on short-term outlooks.> Supply at 100% of demand is still technically tight; true equilibrium requires supply at 102–103%.> In the second half of next year, as HBM4 adoption ramps, Samsung's market share could rise to 25–30%.> In DRAM, the process gap between Korean and US producers has largely closed.$Micron Tech(MU.US) $DRAM $EWY $SK Hynix(SKHY.US) $Sandisk(SNDK.US)"
datetime: "2026-11-05T17:05:36.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000972468.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000972468.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000972468.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
generator: "portal-rs"
---

# Jeongdong Choe, Senior Vice President of the Semic…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**