Marketplace Tech · Friday, July 31, 2026
Korean memory chipmakers like SK Hynix and Samsung are experiencing volatility as investors question the sustainability of demand. Historically, surges in demand for memory chips have led to overbuilding and subsequent gluts.
“I think it's important to zoom out and remember that the Korean chipmakers are in a very specific business, at least the prominent ones.”
“So if you look, the two biggest chipmakers in Korea are SK Hynix and Samsung. And they both manufacture memory chips specifically.”
“And if you look back historically, these memory chips have been super volatile. You know, what tends to happen is there's a surge in demand, and then the companies really overbuild, they end up with a glut of supply because it takes several years to actually build the capacity you need to manufacture the chips.”
“But it seems to me that the market just doesn't believe that. Because of the history.”