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Elon Musk’s China RAM Warning Raises Questions for Samsung, SK Hynix as South Korea Faces Potential Memory Chip Oversupply and Less Time To Diversify

Oct 15, 2026 · 06:52 AM ET· updated 53m ago
Elon Musk’s China RAM Warning Raises Questions for Samsung, SK Hynix as South Korea Faces Potential Memory Chip Oversupply and Less Time To Diversify

Musk warns China’s RAM expansion by 2028 could trigger a 2029 glut, threatening South Korea’s Samsung and SK Hynix-led chip economy.

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Why It Matters

Elon Musk warned that China might make too much computer memory by 2029. South Korean chip makers like Samsung may need to plan ahead for this.

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Source: Benzinga · Read the original report at the publisher. Headline and figures shown for context; data may be delayed.

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