---
title: "Will South Korea's capacity expansion change global memory supply and demand? BofA: Don't panic just because you see the word 'expansion'."
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42279634.md"
description: "Will South Korea's production expansion change global supply and demand for memory? BofA: Don't panic just because you see the word 'expansion' #Micron Technology$Micron Tech(MU.US)  #Samsung Electronics$Samsung Electronics (SSNGY.US)  #SK Hynix #Memory"
datetime: "2026-06-29T11:48:39.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42279634.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42279634.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42279634.md)
author: "[智通财经APP](https://longbridge.com/en/profiles/14718593.md)"
---

# Will South Korea's capacity expansion change global memory supply and demand? BofA: Don't panic just because you see the word 'expansion'.

Will South Korea's capacity expansion change global memory supply and demand? Bank of America: Don't panic at the sight of "capacity expansion"  
#Micron Technology$Micron Tech(MU.US)  #Samsung Electronics$Samsung Electronics (SSNGY.US)  #SK Hynix #Memory

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