全球半导体：尽管三星扩大普通 DRAM 产能，供应短缺仍将持续-Global Semiconductors-Supply Shortage to Persist despite Samsung’s Commodity DRAM Expansion

Flash | 02 Dec 2025 07:01:27 ET │ 11 pages Global Semiconductors Supply Shortage to Persist despite Samsung's Commodity DRAM Expansion CITI'S TAKE Supply Shortage to Persist despite Samsung's Commodity DRAM Expansion – As Samsung Electronics is expected to focus on expanding commodity DRAM rather than HBM, we project the commodity DRAM price increase to moderate later in 2H26E (See our note: Samsung Electronics (005930.KS) – Substantial OP Upside from Commodity Memory ASP Hikes ). On the other hand, as Sams ...