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Samsung is set to run its DRAM factories at full speed, with a clear goal: keeping Apple from turning to Chinese rivals

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Key summary

2 min read
  1. Samsung will expand standard DRAM output at its Hwaseong facilities by about 15% by the end of 2026.

  2. The added capacity will focus on DDR and mobile LPDDR chips to secure supply for Apple.

  3. The move comes as AI-driven memory shortages give Apple more reason to consider alternative suppliers, including China’s CXMT.

  4. Samsung is also streamlining production steps to improve manufacturing efficiency.

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